Michael Kelly
Woodbridge, NJ
Retirement Planning Specialist

Michael Kelly has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

 

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

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Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

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

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Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

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July 05, 2008 @ 04:59 PM

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