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.

Cyber Crime is a Growing Threat

If you’re not a technology wonk, you may not realize the Internet and the Worldwide Web are actually two different things. The Internet is a global system of interconnected computer networks.The Internet is a global system of interconnected computer networks

The Worldwide Web is a system of interlinked hypertext...

Being Financially Savvy is A Family Business

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. It’s time to build this notion into the way we manage our money

We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We...

Teaching Children Good Money Values

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children , by Eileen and Jon Gallo, focuses on the idea that the way in which parents spend money sends messages to their children about their values...A good work ethic is learned behavior, and parents are the best role models

A Choice: Taxable or Tax-Free Income in Retirement?

Forty years ago, the Stanford marshmallow experiment explored self-control by offering preschoolers a choice: Take a marshmallow immediately and get only one or wait to take a marshmallow and get two. Some chose the first option; others the second.

Take tax-free distributions as long as certain requirements are met

What If You Lost Up to 50% of Your Wealth in a Single Day?

Nothing is more satisfying for advisors and their clients than planning, investing, and watching net worth gradually increase. And, nothing is more disheartening than having a significant portion of portfolio value disappear as the result of an...You can often protect the wealth you’ve accumulated

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