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.

3 Ways You Can Lose Your Social Security Benefits

Don't Risk losing your Social Security benefits Tens of millions of Americans rely on their Social Security benefits, and many are in a position in which they can't really afford to lose their monthly checks. Yet there are a few situations in which the Social Security Administration can and will...

Health Savings Accounts

HSAs have the potential to fill gaps in insurance coverage during retirement or employment changes.

Do you know the importance of Health Savings Accounts (HSAs)?

Congress created Health Savings Accounts (HSAs) in 2004. As of January of 2015, the number of Americans utilizing these vehicles for accumulating...

Four Basic Estate Planning Documents

Estate planning is less overwhelming if you break it into four areas of focus. Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate, this involves an all-encompassing look at the decisions to be made, who makes them and how assets are divided. To get your estate...

4 Financial Strategies To Consider Before Year End

With the start of the fourth quarter, it’s a good time to make sure we are executing on our 2016 financial strategies before year-end.

Are you executing on your 2016 financial strategies before year end. For some goals, the calendar year end is more of a guideline, but for others, December 31st is a firm deadline.

    1. Maximize...

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Registered Representatives offer securities through Securities America, Inc.
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