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.

3 Major Retirement Hazards to Avoid

3 Major Retirement Hazards to Avoid

Retirement planning is atricky process, one that requires careful planning and patience. But even if you have a retirement plan with a clear set of financial and lifestyle goals, it’s important to be aware of several common missteps that many fall victim to.

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Michael Mullis featured on Business Alabama Podcast

Michael Mullis featured on Business Alabama Podcast

Kelley & Mullis Wealth Management partner, Michael Mullis, was recently featured on Business Alabama's podcast, sharing his insight on how to navigate today's unprecedented economy. Michael brings over 25 years of wealth management experience to Kelley & Mullis Wealth Management.

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Creating Your Legacy

Creating your Legacy

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 18th for most taxpayers, and recent legislation changes include substantial increases to standard deduction amounts and modifications to itemized deductions. Also, if you’ve reached age 72, you generally must start taking withdrawals from your qualified retirement plan. Your Required Minimum Distribution (RMD) will be reported as taxable income except for any part that was taxed before (your basis) or that can be received tax-free (such as qualified distributions from designated Roth accounts) so be sure to include that information on your return, if applicable.

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Watch for Medicare's open enrollment to begin

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into effect on January 1, 2023.

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5 Tips for Keeping Financial Resolutions

New Resolutions 365 Days, 8760 Hours, Start Change Learn Plan Create

Making New Year’s resolutions has become almost cliché, because, let’s face it, most of us find it difficult to stay focused on these resolutions through the end of January. Financial goals can be especially difficult to stick with because our spending, saving and investing habits tend to be tied to our emotions more than our logic. Here are 5 Tips for Keeping Your Financial Resolutions:

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Important Birthdays Over 50

Important Birthdays Over 50

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.

When you are older, “and-a-half” birthdays start making a comeback.

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Budget Check Up: Tax Time Is the Right Time

Budget Check Up

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits.

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Tax Savings through Year-End Gifting Strategies

financial planning

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 tax burden. It’s also a good time to consider possible year-end gifting strategies.

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