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Kelly Day Financial Services, LLC

Name: Kelly Day Financial Services, LLC.
Address: 12205 Station Road, Columbia Station, OH, 44028, US
Telephone: 216-225-9075

Columbia Station, OH

Phone:

216-225-9075

Fax:

440-236-8564

E-mail:

vschmitz@kellydayfinancialservices.com

Valerie Schmitz, CEPA, CPFA President

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

View Our Customer Relationship Summary

Newsletters

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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More Newsletters

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators