Holiday Giving & Family Moments PART 2
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Holiday Giving & Family Moments PART 2
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This week on Safe Money Strategies, Kelly and William share excitement for the Kelly Financial Toy Drive at both Burlington and Braintree offices with Georgia in the studio and William signing his new book for clients. They talk about Kelly’s year-round personal touches for clients and look forward to welcoming Kelly’s father for Christmas complete with a special new recliner to keep him comfortable.
Mike Doucette and Greg Workman dive into smart inheritance planning, and Mary Madeline Kelly and Greg Murray break down key tax traps to avoid when inheriting retirement accounts. Kelly and William then return to explore how generosity, legacy, and living your values paired with smart tax strategies can help you build a retirement you’re truly proud of. The hour concludes with timeless Wit & Wisdom from Bill Kelly.
Make Safe Money Strategies part of your Saturday night tradition. Have questions or want to schedule a complimentary consultation? Call 888-800-1881 or email kelly@kellyfinancial.org.
See omnystudio.com/listener for privacy information.
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