Time to review the year and make next year’s investing resolutions
Dec. 9, 2014 Article
Posts from 2014
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.
Discussing Family Financials at Holiday Gatherings
Nov. 1, 2014
Article
As you get together with your spouse, children and parents for the holidays this year, explore the following list of questions to ensure you’re setting good financial examples for your children, as well as ensuring you and your parents have a strategy in place for their retirement years.
The Wobbly Stool
Oct. 1, 2014
Article
The “three legged stool” has long been the approach to retirement planning. But most Americans don’t even have a stool, and for some who do, the stool is becoming a bit shaky.
The Costs of Being a Caregiver
Sep. 1, 2014
Article
Becoming the caregiver for a sick or disabled loved one can be stressful physically, emotionally, mentally – and financially.
When Good Markets Go Bad
Aug. 1, 2014
Article
We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten.
What You Need to Know About MLPs
Jul. 1, 2014
Article
Master Limited Partnerships (MLPs), where an investor is a partner rather than a shareholder, is similar to a stock in many ways.
Keep on Rollin’: Working After Retirement
Jun. 1, 2014
Article
The Rolling Stones. Their band name alone can conjure up images of rock and roll glory, greatness, and success. But, to mention the "Stones" without mentioning several attempts at retirement would be foolish.
Protecting Your Assets From Probate
May. 1, 2014
Article
Four Basic Estate Planning Documents
Apr. 1, 2014
Article
The best way to be ready for major life and death decisions is to properly plan ahead. When it comes to your estate, this means an all-encompassing look at the decisions to be made, who makes them, and who gets what.
National Financial Broker-Dealer Appoints Local Representative to National Advisory Board
Mar. 1, 2014
Article
Kelley & Mullis Wealth Management Announces New Senior Securities Analyst
Jan. 1, 2014
Article
Birmingham, AL – December 18, 2014 - Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham, AL, announces the addition of a new Securities Analyst, Stephen P. Fahy.
Discussing Family Financials at Holiday Gatherings
Nov. 1, 2014 Article
As you get together with your spouse, children and parents for the holidays this year, explore the following list of questions to ensure you’re setting good financial examples for your children, as well as ensuring you and your parents have a strategy in place for their retirement years.
The Wobbly Stool
Oct. 1, 2014 Article
The “three legged stool” has long been the approach to retirement planning. But most Americans don’t even have a stool, and for some who do, the stool is becoming a bit shaky.
The Costs of Being a Caregiver
Sep. 1, 2014 Article
Becoming the caregiver for a sick or disabled loved one can be stressful physically, emotionally, mentally – and financially.
When Good Markets Go Bad
Aug. 1, 2014 Article
We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten.
What You Need to Know About MLPs
Jul. 1, 2014 Article
Master Limited Partnerships (MLPs), where an investor is a partner rather than a shareholder, is similar to a stock in many ways.
Keep on Rollin’: Working After Retirement
Jun. 1, 2014 Article
The Rolling Stones. Their band name alone can conjure up images of rock and roll glory, greatness, and success. But, to mention the "Stones" without mentioning several attempts at retirement would be foolish.
Protecting Your Assets From Probate
May. 1, 2014 Article
Four Basic Estate Planning Documents
Apr. 1, 2014 Article
The best way to be ready for major life and death decisions is to properly plan ahead. When it comes to your estate, this means an all-encompassing look at the decisions to be made, who makes them, and who gets what.
National Financial Broker-Dealer Appoints Local Representative to National Advisory Board
Mar. 1, 2014 Article
Kelley & Mullis Wealth Management Announces New Senior Securities Analyst
Jan. 1, 2014 Article
Birmingham, AL – December 18, 2014 - Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham, AL, announces the addition of a new Securities Analyst, Stephen P. Fahy.