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.
May. 15, 2017 Article
Birmingham, AL – Kelley & Mullis Wealth Management, one of the leading independently owned financial services firms in Birmingham, AL, announces the addition of Matt Fetner as Financial Advisor.
May. 9, 2017 Article
Birmingham, Ala. – Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management, was recognized as one of Barron’s 2017 “America’s Top 1,200 Financial Advisors” and ranked among the Top 10 financial advisors in Alabama.
May. 2, 2017 Article
A recent survey by GOBankingRates cited creating and sticking to a budget as one of the top financial New Year’s resolutions for 2017. Yet as I talk to people, many have abandoned their budget. When I recently asked a friend why she ditched her budget, she told me that she just was not good at budgeting. I told her that maybe it was not that she was bad at budgeting, but she was using the wrong methods to budget. Intrigued, she asked for more details and I went into the top 7 reasons why I feel budgets fail: