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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

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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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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More Newsletters

Calculators

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators