Posts from 2015

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.

Year-End Tax Tips to Help You Save

Dec. 1, 2015 Article

Although the year is almost over, you still have time to take steps that can lower your 2015 taxes. Now is a good time to prepare for the upcoming tax filing season. Taking these steps can help you save time and tax dollars. They can also help you save for retirement. Here are three year-end tips from the IRS for you to consider: 

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Guard your identity as you would any other valuable asset

Nov. 2, 2015 Article

As you likely are aware, identity theft is a growing problem that’s affecting more and more people every day. 

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Tax Savings through Year-End Gifting Strategies

Oct. 5, 2015 Article

As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes.

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Featured by Forbes: How to Invest Your Money in Q4

Sep. 29, 2015 Article

We are pleased to send you a copy of an article recently published by Forbes featuring Michael Mullis’ expert insight of ‘How to Invest Your Money in Q4’. We, along with 9...

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Patience will be Profit and Fear will be Loss

Sep. 2, 2015 Article

  On August 30, 2015, Ben Stein from the CBS program talked about the recent happenings in the stock market. He discussed that those who blame China for the U.S. stock market's recent declin...

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Start Early on College Saving

Sep. 1, 2015 Article

College costs can be more than a little painful, but with the proper financial planning, you could be whistling your child’s college fight song all the way to the bank. 

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Aging Parents Planning

Jul. 27, 2015 Article

Watching a parent becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can be even harder for the parent to admit needing help. 

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Take a Page from Warren Buffett

Jul. 1, 2015 Article

A well-designed plan is necessary for successful investing, but you must also have the discipline to stay on course, rebalance, and tax-manage, as needed.

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Michael Mullis feature in the Birmingham Business Journal

Jun. 22, 2015 Article

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Mid-Year Reviews Pay Off at Year-End

Jun. 1, 2015 Article

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

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Pay Yourself First

May. 1, 2015 Article

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

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Traditional Bond Allocation

Apr. 9, 2015 Article

By Steve Fahy

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Looking to 2015: Retirement Plan Changes

Apr. 1, 2015 Article

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Michael Mullis recognized as one of America’s Top 1,200 Financial Advisors by Barron’s

Mar. 27, 2015 Article

Michael Mullis, Managing Partner and Wealth Manager at Kelley & Mullis Wealth Management, was recently recognized as one of Barron’s “America’s Top 1,200 Financial Advisors”. The prestigious list ranks Mullis within the top 10 financial advisors in the state of Alabama.

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Identity Theft Related To Tax Returns

Mar. 2, 2015 Article

So far this year, taxpayers have forwarded to the IRS tens of thousands of emails reflecting identity theft scams that employ phishing – the practice of tricking the recipient into revealing confidential financial information. 

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Securities America Selects Southeard as Assistant of the Year

Feb. 25, 2015 Article

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), named Laura Southeard as the Assistant of the Year for 2014.

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Join the Tech Revolution

Feb. 2, 2015 Article

Change is in the air! The percentage of Americans age 65 and older who use the Internet is growing rapidly. A recent Pew research survey found that over 50% of older Americans are surfing the web, participating in social networking or using e-mail.

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Kelley & Mullis Wealth Management featured in Birmingham Magazine

Feb. 2, 2015 Article

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5 Tips for Keeping Financial Resolutions

Jan. 22, 2015 Article

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.

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Kelley & Mullis featured as B-Metro Magazine's Face of Wealth Management

Jan. 22, 2015 Article

Financial planning isn't just about the numbers; it's about the relationships. Dependable, ethical, purposeful and committed are the cornerstones that drive Kelley & Mullis Wealth Management. Founded over 35 years ago on these principles, their primary focus is on their clients, with a desire to provide personalized service to fit each individual's financial needs. Michael Mullis and his team guide their clients through all aspects of planning for the future while acting as financial gatekeepers formulating strategies to prepare for retirement. 

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