Kellett Wealth Advisors

05/27/2026

The World's Most Generous Loan

Are you accidentally a bank philanthropist?

05/26/2026

Happy birthday to Jared Kline! We hope you have a great day! 🎉🎂

05/22/2026

Happy Birthday to Brian Kellett! We hope you have a great day!

05/21/2026

My new article, "The Fog of War" is now on our website. Click below to read.

https://loom.ly/hlPUwMk

I returned to Notre Dame’s campus on January 13, 1991 for the second semester of freshman year. On Thursday of that week, “Operation Desert Storm” officially began. The U.S. started an intensive bombing campaign after Saddam Hussein invaded Kuwait, supposedly because Kuwait over-produced oil. ...

05/19/2026

Are you and your spouse 55+? You might be leaving $1,000 on the table. Each.

05/17/2026

Having a great time at the LPGA this weekend. We’re proud to be a sponsor and even more excited to spend time with our clients on and off the course ⛳️

05/10/2026

Happy Mother's Day!

The financial lesson in clipping coupons.

04/30/2026

Double Dip HSA Loophole

You and your parents can both max out the full family HSA limit—doubling your tax-free wealth building while you're still in your mid-20s. It’s the ultimate financial head start.

04/23/2026

The "Self-Insured" Safety Net - Medicaid Part 3

How do you protect a $1.5M legacy from a $15,000-a-month nursing home bill?

04/16/2026

The $1.5 Million IRA "Choice" - Medicaid Part 2

If you’ve spent a lifetime building a $1.5M IRA, you might be the worst candidate for Medicaid—and that’s actually a position of strength!

04/08/2026

The "VIP" vs the "Waitlist" - Medicaid Part 1

Think Medicaid planning is just about shielding your money? The real difference between "Private Pay" and "Medicaid" isn't just the price—it's the quality of your life.