Kelley & Mullis Financial Updates

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Estate Management Checklist

Estate Management Checklist

A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for health care if you become unable to make medical decisions for yourself.

Read More »

Debt Stress

Debt Stress

The average American owes $59,580 in debt. Of that $59,580, $41,830 is from mortgage debt, $5,640 is from student loans, and $5,470 is from auto loans. Little wonder that money worries can be a major cause of stress.

Read More »

3 Major Retirement Hazards to Avoid

3 Major Retirement Hazards to Avoid

Retirement planning is atricky process, one that requires careful planning and patience. But even if you have a retirement plan with a clear set of financial and lifestyle goals, it’s important to be aware of several common missteps that many fall victim to.

Read More »

3 Major Retirement Hazards to Avoid

3 Major Retirement Hazards to Avoid

Retirement planning is atricky process, one that requires careful planning and patience. But even if you have a retirement plan with a clear set of financial and lifestyle goals, it’s important to be aware of several common missteps that many fall victim to.

Read More »

Michael Mullis featured on Business Alabama Podcast

Michael Mullis featured on Business Alabama Podcast

Kelley & Mullis Wealth Management partner, Michael Mullis, was recently featured on Business Alabama's podcast, sharing his insight on how to navigate today's unprecedented economy. Michael brings over 25 years of wealth management experience to Kelley & Mullis Wealth Management.

Read More »

Creating Your Legacy

Creating your Legacy

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 18th for most taxpayers, and recent legislation changes include substantial increases to standard deduction amounts and modifications to itemized deductions. Also, if you’ve reached age 72, you generally must start taking withdrawals from your qualified retirement plan. Your Required Minimum Distribution (RMD) will be reported as taxable income except for any part that was taxed before (your basis) or that can be received tax-free (such as qualified distributions from designated Roth accounts) so be sure to include that information on your return, if applicable.

Read More »

Medicare.gov, 2022

Watch for Medicare's open enrollment to begin

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into effect on January 1, 2023.

Read More »

5 Tips for Keeping Financial Resolutions

New Resolutions 365 Days, 8760 Hours, Start Change Learn Plan Create

Making New Year’s resolutions has become almost cliché, because, let’s face it, most of us find it difficult to stay focused on these resolutions through the end of January. Financial goals can be especially difficult to stick with because our spending, saving and investing habits tend to be tied to our emotions more than our logic. Here are 5 Tips for Keeping Your Financial Resolutions:

Read More »

Important Birthdays Over 50

Important Birthdays Over 50

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.

When you are older, “and-a-half” birthdays start making a comeback.

Read More »

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418

Email: info@kmwealthmanagement.com

Get Directions

Compliance Standards

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures