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Welles Financial Services

300 West 55th Street Ste 10M
New York, NY 10019

Phone:

917-626-8590

Fax:

212-541-9548

E-mail:

kelly@wellesfinancialservices.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Kelly Welles

Smiling woman in green blazer and statement necklace.

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.

Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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