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.

Discussing Family Financials at Holiday Gatherings

Set an example with your finances

As you get together with your spouse, children and parents for the holidays this year, explore the following list of questions to ensure you’re setting good financial examples for your children, as well as ensuring you and your parents have a...

The Wobbly Stool

The “three legged stool” has long been the approach to retirement planning. But most Americans don’t even have a stool, and for some who do, the stool is becoming a bit shaky.

Social Security, Pension, Personal Savings

The “three-legged stool” is considered the basic model of retirement...

The Costs of Being a Caregiver

Becoming the caregiver for a sick or disabled loved one can be stressful physically, emotionally, mentally – and financially.

Sixteen percent of the U.S. civilian population were eldercare providers, according to 2011-2012 data from the U.S. Bureau...

When Good Markets Go Bad

We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten.

Market Cycles and Your Financial Future

History tells us the markets will cycle down again eventually; we just don’t know...

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Vestavia Hills, AL 35242

Phone: (205) 733-8006

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Email: info@kmwealthmanagement.com

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Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
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