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Kelly Kipnis, CFP®, CDFA®
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Kelly Kipnis, CFP®
2536 Countryside Blvd
Ste 601
Clearwater, FL 33763-1633
O: 727.796.5555
D: 727.712.4620
C: 727.215.4767
F: 727.791.3944
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Article
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
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Family & Lifestyle
Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
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Family & Lifestyle
An empty nest could mean a fuller wallet
When children leave home, you may have extra resources to invest in yourself.
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Family & Lifestyle
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