Kelly Wealth Advisors

I’m thrilled to be quoted in this MarketWatch article!!

While my ideal client is preparing for retirement, it’s never too early to begin saving to your Roth IRA!!

How teens can turn a summer job into an extra $500,000 in savings when they’re older Teens who don’t have summer jobs miss out on valuable work experience — and on prime years to invest their income.

We never want to grieve loved ones passing away, but from a financial perspective, there is tax planning to consider for a surviving spouse:

What is the Surviving Spouse Tax Penalty? Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning

You filed your taxes for last year!! See our blog post for the important information you should note from last year to help you plan for 2026.

As always, feel free to reach out with any questions.

2025 Income Taxes are Filed, Now What? Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning

Curious about Roth IRA Conversions? Check out our newest blog for all the details!!

https://www.kellywealthadvisors.com/all-about-roth-ira-conversions

Tax season is here and while you working on last year’s taxes, you may want to consider how the changes the One Big Beautiful Bill Act from last summer may affect you.

Check out our recent blog post for more information:

https://www.kellywealthadvisors.com/the-one-big-beautiful-bill-act

Start 2026 strong with our beginning of the year financial checklist:

https://www.kellywealthadvisors.com/new-year-2026-financial-strategies

Check out our recent blog post on all the financial planning items you may want to address before the end of the year!

Year - End Financial Planning Checklist financial planning checklist year-end investments

We are thrilled to share that Amy has been named a Five Star Wealth Manager for the 7th year!! She's recognized in the October issue of Columbus Monthly and January issue of Fortune Magazine!!

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.

Big news for the back-to-school tax holiday in Ohio!! It runs now through Thursday, August 14th.

2025 Expanded Sales Tax Holiday - Tax Alert Ohio’s 2025 expanded sales tax holiday will be held from 12:00 a.m. Friday, August 1 until 11:59 p.m. Thursday, August 14.