Kelly Crisci - Your Blue Collar Advisor

07/30/2024

Are you part of the group that feels you are under-served by your 401K provider? Professional advice isn't only available for the ultra-wealthy. Your Blue Collar Advisor can help you make decisions and give advice based on YOUR situation. Reach out with any questions or decisions regarding your 401K and how it may impact your other finances!
609-228-6993 ☎️🧠💰

The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.

07/03/2024

What a great explanation of why we are where we are as an economy! It’s never truly one reason- we are the largest individual economy in the world, but the U.S. is still subject to global economics! What have YOU done to fight inflation and save money? Happy Independence Day, everyone! 💪🏻💵🎆🇺🇸

Biden and Trump traded barbs on the state of the U.S. economy during their first debate. But who or what is really responsible for inflation?

03/28/2024

Your insurance and retirement accounts don’t have to be a mystery- ask for help from a trusted, local financial advisor! Call or text me directly at 609-228-6993 and find out why I’m different from other financial professionals! ✨💪🏻💵

03/22/2024

Talking to clients about taxation of their accounts on death is one of my most common conversations. A big consideration comes with 401K/IRA's. Do you understand what happens with your accounts when you die? Are you ready? It doesn't have to be complicated! Call or text me at 609-228-6993 and we'll walk through your obligations and options!🧑‍💼🔍💲

Adrianne Yamaki of Strategic Wealth Capital discusses how to help clients maximize what their heirs receive.

03/20/2024

03/15/2024

Think you're qualified to "pick" your investments in your investment and retirement accounts? Trying to guess the next big stock or are you "timing the market" to keep up with your buddy that just "hit it big"? Do you "play the market"? You may want to reconsider. Identifying and managing your investments is a job best left to a professional investment advisor. A globally-diversified, low-cost, passive portfolio will usually have the highest degree of success for most plans and goals. Do you work for your money or does your money work for you? We'll work TOGETHER to build an easy-to-follow plan to meet your financial and retirement goals!💪💲💥

Assets in US index-trackers now outstrip those in stock selectors as investors opt for a smoother ride

03/15/2024

A quick read regarding the mindset of claiming SSI early. What are YOU planning to do? Have you thought about your finances in retirement? Contact me for a free retirement review! ✅ 💲🔒

Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

03/14/2024

03/08/2024

The market is on fire, reaching all-time highs in all major indices. Will the Fed finally start easing rates? This may be a good time to put your money to work for you! Click to read some great commentary on this past month in the financial markets!

Get the latest news and analysis on the February Financial Markets Update. Stay informed about market trends and make informed decisions.

03/07/2024

Born and raised right here in the tri-state area, Kelly is a hard working family's advisor, invested in helping you reduce the complexity that comes with managing your finances.