Welles Financial Services
300 West 55th Street Ste 10M
New York, NY 10019
Phone:
917-626-8590
Fax:
212-541-9548
E-mail:
Kelly Welles
Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I 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. I created this Web site to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning strategies, and wealth preservation. Most important, I hope you see the value of working with me to pursue your financial goals.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about my services. I hope you take advantage of this resource and visit the site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and wouldn't want you to miss any developments in the area of personal finance.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.