Posts from May 2018

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.

Kelley & Mullis Wealth Management Managing Partner Recognized in 2018 Barron’s Top Financial Advisors Ranking

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.

Budgeting: A Lifelong Necessity

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.