Resources
As a trusted source for our clients and the community, The Kelly Group offers tips and tools for common questions and concerns.
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Newsletter SIGN UPSeminar Series
From financial tips for women to updates on Social Security and changing tax laws, The Kelly Group provides expert advice through its ongoing seminar series. Check our calendar of upcoming events and register today!
CLIENT LINKS
www.fpamd.org
www.fpanet.org
www.cir2.com
www.cfp.net
www.bloomberg.com
www.marketwatch.com
Savvy Woman Speak
Education
Opportunities
Jodi Davis provides instruction for several Financial Planning courses at Harford Community College. Here are a few of her upcoming courses:
Social Security Strategies for Women
Thursday, September 13
6:30-8:30 p.m.
Wallet Wise Tips for Women
of All Ages!
Thursday, October 11
6:30-8:30 p.m.
Financial Words of Wisdom for
the Young Thirty-Something Professional Woman
Thursday, November 8
6:30-8:30 p.m.
Please visit the Harford Community College website for a full description and to register for these courses and for a complete list of courses offered.
SUGGESTED READING
Women’s Worth: Finding Your Financial Confidence by Eleanor Blayney
Smart Women Don’t Retire — They Break Free by Gail Rentsch
How To Retire Happy (3rd addition) by Stan Hinden
Women Confronting Retirement by Bauer-Maglin and Radosh
Great With Money — The Women’s Guide to Prosperity by Melissa Burke & Ellen Rogin
Money Smart Women by Janet Bodnar
The Ten Biggest Legal Mistakes Women Can Avoid by Marilyn Barrett
SAVVY SHORTS WORTH SHARING
Warren Buffett on the Lottery of Birth
How to Stop Buying Clothes You Never Wear
Clean Financial Clutter
SUGGESTED RESOURCES
indexcreditcards.com or
lowcards.com to find the best credit card for you
quickenonline.com to get free money tracking and budgeting tools
mint.com is the easiest to use and most feature-packed for budgeting
cobraoptions.com to find out if COBRA is your best health coverage choice if your lose your job
dinkytown.net to play “what if” with impressive financial calculators
seejanework.com to buy a single binder or expanding file, for your family’s important information – I love this site!
morningstar.com to see if you have the right mix of investments, but keep an open mind
billshrink.com or bankrate.com allows you to search for the best CD’s and savings accounts
coupons.com or smartsource.com allows you to find the best variety of discounts
kayak.com is a one-stop travel search site, but not too user-friendly so be patient
annualcreditreport.com for a free annual credit report
genus.org non-profit organization offering confidential credit counseling
credithealthy.com dedicated to providing free online credit management services
practicalmoneyskills.com free website to help educators and parents with students practice better money management
Sign up for Savvy Woman Speak
Savvy Social Security Planning
SUGGESTED READING
Myths and Facts About Social Security
Social Security Disability Benefits
Social Security Survivor Benefits
Understanding Social Security
How Secure Is Social Security?
SUGGESTED RESOURCES
www.ssa.gov
ssa.gov/estimator to estimate your social security benefits
Susan’s Tax Talk
SUGGESTED READING
Taxation of Investments
Tax Planning for Form 1040
Health Care Reform - High Income Individuals
Health Care Reform - Tax Changes for Individuals
Health Care Reform - Tax Issues for Businesses
Tax Season Follow-Up
Gift and Estate Taxes
SUGGESTED RESOURCES
www.irs.gov
www.comp.state.md.us
www.aicpa.org
www.macpa.org
Video : 2010 Mid-Year Tax Considerations
Sign up for Susan’s Tax Talk
How are you protected working with the Kelly Group and their advisors?
Our association with Cambridge Investment Research, Inc. allows us to access a national network of resources available to provide you with the highest quality products and services, all of which have been audited by Cambridge Investment Research. As well, all accounts through The Kelly Group are held as custodian accounts. For more information visit SIPC.org.