PROMOTING A MISSION TO FOSTER YOUTH FINANCIAL LITERACY
Welcome to our website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Bob Kelsey and Steve Hoppel 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. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Easily pay your financial planning fees via PayPal, click below!
Steve Hoppel, CA Insurance Lic #0L44233, is separately licensed to sell Life, Health and Variable Insurance. Click the link below for a Life Insurance Quote and Apply!
The state of California is holding Millions of dollars of unclaimed property, some of it might be yours!
Click the below link to search for your unclaimed property, and contact should you need assistance.
Clicking on the hyperlinks will redirect you to a public website that is separate from Kelsey Financial, LLC. These links are provided as a convenience and you will be assuming all risks if any. Kelsey Financial, LLC is not responsible for the content of these websites.
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.