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.
Mar. 27, 2015 Article
Michael Mullis, Managing Partner and Wealth Manager at Kelley & Mullis Wealth Management, was recently recognized as one of Barron’s “America’s Top 1,200 Financial Advisors”. The prestigious list ranks Mullis within the top 10 financial advisors in the state of Alabama.
Mar. 2, 2015 Article
So far this year, taxpayers have forwarded to the IRS tens of thousands of emails reflecting identity theft scams that employ phishing – the practice of tricking the recipient into revealing confidential financial information.
Feb. 25, 2015 Article
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), named Laura Southeard as the Assistant of the Year for 2014.
Feb. 2, 2015 Article
Change is in the air! The percentage of Americans age 65 and older who use the Internet is growing rapidly. A recent Pew research survey found that over 50% of older Americans are surfing the web, participating in social networking or using e-mail.
Feb. 2, 2015 Article
Jan. 22, 2015 Article
Financial planning isn't just about the numbers; it's about the relationships. Dependable, ethical, purposeful and committed are the cornerstones that drive Kelley & Mullis Wealth Management. Founded over 35 years ago on these principles, their primary focus is on their clients, with a desire to provide personalized service to fit each individual's financial needs. Michael Mullis and his team guide their clients through all aspects of planning for the future while acting as financial gatekeepers formulating strategies to prepare for retirement.
Jan. 22, 2015 Article
Making New Year’s resolutions has become almost cliché, because, let’s face it, most of us find it difficult to stay focused on these resolutions through the end of January.
Dec. 9, 2014 Article
Nov. 1, 2014 Article
As you get together with your spouse, children and parents for the holidays this year, explore the following list of questions to ensure you’re setting good financial examples for your children, as well as ensuring you and your parents have a strategy in place for their retirement years.
Oct. 1, 2014 Article
The “three legged stool” has long been the approach to retirement planning. But most Americans don’t even have a stool, and for some who do, the stool is becoming a bit shaky.
