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.
Oct. 1, 2019 Article
Are you sacrificing your retirement for today’s lifestyle? If you are living paycheck to paycheck or if you are putting yourself further into debt to live a lifestyle beyond your means, your retirement may be at risk.
Jul. 1, 2019 Article
Most comprehensive retirement plans include some sort of employer-sponsored retirement plan such as a pension plan or a 401(k), especially if you can get an employee match. But your retirement strategy should also include your own personal savings plan such as an Individual Retirement Account (IRA). While you may feel retirement is still decades away for you, you should be saving for the inevitable today by using tax-advantaged accounts.
Apr. 24, 2019 Article
Are you faced with the dilemma of having to save for your own retirement while at the same time trying to raise your growing children and put money aside to fund their college educations, and support your aging parents?
Mar. 20, 2019 Article
Birmingham, Ala. – Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management, was recognized as one of Barron’s 2019 “America’s Top 1,200 Financial Advisors“ and ranked among the Top 10 financial advisors in Alabama.
Jan. 2, 2019 Article
A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you. Discussing death is never a pleasant aspect of financial planning, but it’s certainly one of the most important. While no one likes...
