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.

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...

What You Need to Know About MLPs

Master Limited Partnerships (MLPs), where an investor is a partner rather than a shareholder, is similar to a stock in many ways.

Buying and Selling MLPs

It is traded on the stock exchange, has a ticker symbol, you can buy or sell it at any time during the trading day and...

Keep on Rollin’: Working After Retirement

The Rolling Stones. Their band name alone can conjure up images of rock and roll glory, greatness, and success. But, to mention the "Stones" without mentioning several attempts at retirement would be foolish. 

They've had almost as many last...

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