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.

Five Tips for Keeping Your Financial Resolutions

Take time to make a list of your financial resolutions.

With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend to be tied to...

Leaving Your 401(k) to a Charity

Naming a beneficiary for your IRA, 401(K), 403(b)

An important part of establishing an IRA, 401(k), 403(b) or other qualified plan is naming a beneficiary. On the positive side, this helps ensure that upon your death, any remaining account balance will transfer directly to your heirs without going...

5 Simple Ways To Demolish Your Debt In 2017

 Making it a priority to pay off debt can save you big bucks.

Whether you owe money for credit cards, personal loans, or student loans, making it a priority to pay off debt can save you big bucks. In fact, paying debt off early can save thousands of dollars.

As we are more than half way into the year, it’s...

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