Kellett Wealth Advisors

07/09/2026

My next article is here! As we celebrate America’s 250th birthday, one thing is clear. America is doing what America does best: building the future at an unimaginable, reckless and triumphant scale. Read it below!

https://loom.ly/b58B2Fk

As we celebrate America’s 250th birthday, one thing is clear. America is doing what America does best: building the future at an unimaginable, reckless and triumphant scale. The press often compares the current AI boom to the internet age. But that misses the sheer physical scale of what is happen...

07/08/2026

How a Nursing Home Can Make Your IRA Tax-Free

Thinking about a Roth IRA conversion? Watch this BEFORE you pay the IRS a single dollar.

07/06/2026

Please join us in welcoming Andrew Finlay to the Kellett Wealth team. Andrew is a CFP® who has been at Plante Moran in Columbus, OH. Andrew graduated from the University of Dayton with a degree in Finance. He remains involved in the UD community and works with Cincinnati area alumni. At Plante Moran, Andrew worked with individuals and families on their planning needs. Welcome, Andrew!

06/26/2026

Shout out to Corie Kline for the new artwork around our office! Interested in what we can do for you? Just have a question? We would love to hear from you. Reach out today.

06/24/2026

From Golden Ticket to April Fools

The Hidden RSU Tax Trap

06/21/2026

Chainsaws, Station Wagons, and 92 Years. A Father's Day Tribute

06/19/2026

Do I Tip Myself Now?

Ordered on a screen, pumped my own ketchup, threw away my own trash... but the machine still asked for 10%. I'm already inflating my waistline with this burger, I don't need to inflate my bill!

06/12/2026

The CD Maturity Trap

Why does the bank make you work so hard for a decent rate?

06/08/2026

Ghost Money

Is your "security blanket" actually a trap?

06/02/2026

The $4,000 Identity Theft Subscription

"Free" perks aren't always free.