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.

Retirement Will Happen: Be Prepared with Your Own Savings

Retirement Will Happen: Be Prepared with Your Own Savings

Most comprehensive retirement plans include some sort of employer-sponsored retirement plan such as a pension plan or a 401(k), especially if you can get an employee match. But your retirement strategy should also include your own personal savings plan such as an Individual Retirement Account (IRA). While you may feel retirement is still decades away for you, you should be saving for the inevitable today by using tax-advantaged accounts.

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Trusts Can Help Legacy Live On

A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you. 

Trusts Can Help Legacy Live On

Discussing death is never a pleasant aspect of financial planning, but it’s certainly one of the most important. While no one likes...

Tax Savings through Year-End Gifting Strategies

As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes, but now is a good time to review your financial situation before the books close on the year and take steps to try to avoid a large...

What is Behind the Recent Market Pullback?

     Too much complacency in the market has finally taken its toll, as U.S. stocks sold off sharply during October on investor concerns over rising interest rates and the growing trade wars that have started to take a toll on corporations.

On...

Dancing with Debt

Younger generations have the majority of their lives ahead of them, but there is also a lot still holding them back. Between student loans, car loans, and credit cards, this generation has plenty to pay back before they can move forwar 

According to...

Late-Stage College Savings Strategies

Just because your child is about to enter college doesn’t mean you’ve run out of time to save money.

 

It’s a common myth that if your child is about to head to college or is already in college, you’ve reached a point when the only thing left to do...

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