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.

Mid-Year Reviews Pay Off at Year-End

The middle of each calendar year marks an excellent time to review the health of your current financial plan.

Where do your finances stand?

Life events, taxes and market conditions can all dramatically affect your financial security. A review of your personal finances is a wise...

Pay Yourself First

Most people make sure they have enough money to pay their bills – the mortgage, car, telephone, credit card, and other payments – each month.

It's not how much you make that matters; it's how much you save.

However, they often forget to write the most important check. Whether you are a teacher, a professional...

Traditional Bond Allocation

By Steve Fahy

The role of bonds in the typical portfolio allocation are changing from this point forward.  Refer to the interest rate chart below.  It shows the 10-year US Treasury rate for the past twenty-five years.  During that period of time,...

Looking to 2015: Retirement Plan Changes

What the future holds for retirement plans

The Good News

401(k) and 403(b) Plans

At the start of 2015, participants in 401(k) and 403(b) plans will have contribution limits. A participant will be eligible to contribute up to $18,000, a $500 increase over 2014. Additionally, the catch-up...

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Email: info@kmwealthmanagement.com

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Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

Registered for securities in the following states:

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