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.
Oct 15, 2024Article
If you are new to Medicare, there are several questions you should consider while approaching or within your Initial Enrollment Period (IEP) or a Special Enrollment Period (SEP). Use this guide to consider your options when preparing to enroll in Medicare or after you have already enrolled.
Jul 1, 2024Article
In a recent survey, 73% of current workers stated they plan to work for pay after retiring.
May 16, 2024Article
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood.
April 4, 2024Article
Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which is Better?”
February 5, 2024Article
A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for health care if you become unable to make medical decisions for yourself.
August 15, 2023Article
The average American owes $59,580 in debt. Of that $59,580, $41,830 is from mortgage debt, $5,640 is from student loans, and $5,470 is from auto loans. Little wonder that money worries can be a major cause of stress.
July 10, 2023Article
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
April 6, 2023Article
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.
April 6, 2023Article
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.
February 24, 2023In The Press
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.