Posts from June 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.

Saving for the Future

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.

Kelley & Mullis Wealth Management Selected as a Member of the 2018 UAB Excellence in Business Top 25 Class

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.