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.
Dec. 3, 2018 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, 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...
Nov. 1, 2018 Article
Too much complacency in the market has finally taken its toll, as U.S. stocks sold off sharply during October on investor concerns over rising interest rates and the growing trade wars that have started to take a toll on corporations.
Nov. 1, 2018 Article
Birmingham, Ala. – Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management, named as the winner of the 2018 Top CEO in the “Less than 10 local employees“ category by the Birmingham Business Journal.
Oct. 1, 2018 Article
Younger generations have the majority of their lives ahead of them, but there is also a lot still holding them back. Between student loans, car loans, and credit cards, this generation has plenty to pay back before they can move forwar
Aug. 1, 2018 Article
Just because your child is about to enter college doesn’t mean you’ve run out of time to save money. It’s a common myth that if your child is about to head to college or is already in college, you’ve reached a point when the only thing left to do...
Jul. 11, 2018 Article
The middle of each calendar year marks an excellent time to review the health of your current financial plan. Life events, taxes, and market conditions can all dramatically affect your financial security.
Jun. 1, 2018 Article
Saving for the future doesn’t just mean saving for retirement. It may mean saving for your children’s education or saving for children in general. It may also mean savings for a vacation or upcoming major purchases ranging in price from a new home to a new TV. And perhaps most important, it means savings for the unexpected. While you may not be ready to think about retirement just yet, you should be doing more than just thinking about saving for the future.
Jun. 1, 2018 Article
Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Alabama proudly announces that they have been selected as a member of the 2018 UAB Excellence in Business Top 25. The UAB National Alumni Society designed the UAB Excellence in Business Top 25 program to identify, recognize and celebrate the success of the top 25 UAB alumni-owned or UAB alumni-managed businesses.
May. 19, 2018 Article
Birmingham, Ala. – – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham proudly announces that Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management has been named as one of “America’s Top 1,200 Financial Advisors“ and ranked as a “Top 10 Financial Advisor in Alabama“ for 2018.
May. 1, 2018 Article
Budgeting requires determining all of your expenses and that includes much more than just your monthly bills. To be financially smart, it is best to start with a budget as it is an effective way in helping you save and spend wisely. Start your budget planning process as soon as possible, but know it will likely take at least six months to a year of tracking all of your expenses before you’ll have a clear understanding of where all your money goes.
Apr. 3, 2018 Article
I usually encourage people to wait until age 70 before taking Social Security retirement benefits. By waiting, you get the maximum payout. Your monthly check will be at least 76 percent higher than if you started as soon as you qualified, at age 62. If you’re married and die first, waiting will also provide your spouse with a larger survivor’s benefit.
Mar. 12, 2018 Article
Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birminghamm, has been selected out of 1,500 firms across the U.S. for the national Exemplary Office Award by the Supervision and Compliance Departments at SAI for 2017. The award is based on employees’ pleasant responsive manner, involvement in the community and willingness to adapt to new policies and rules quickly and efficiently.
Mar. 1, 2018 Article
It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money. For example, if you received an email from a top executive in your company or organization requesting data from IRS form W2 for the tax year, what would you do?
Feb. 6, 2018 Article
Not so long ago, the phrase “socially responsible investing” might have brought to mind environmentalists keeping their investment dollars out of companies they believed to be damaging the earth or animal rights activists rejecting companies who tested their products on harmless creatures.
Jan. 29, 2018 Article
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There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for retirement.
Jan. 29, 2018 Article
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Having a long-term financial plan gives your logic a leg up over your emotions during times of market volatility.
Jan. 4, 2018 Article
