News

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 Honored as Top Financial Advisor by National Barron’s Ranking

March 23, 2021 Article

Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management, was recognized as one of Barron’s 2021 ‘America’s Top 1,200 Financial Advisors’ for the seventh consecutive year and ranked one placement up from 2020’s ranking to number 7 among the ‘Top 10 Financial Advisors in Alabama.’

IRA Basics

Jan. 7, 2021 Article

As the first wave of the baby boomer generation begins to enter retirement, the focus on a comprehensive retirement plan has never been more prevalent. Most financial professionals agree that a comprehensive retirement plan should include some sort of employer-sponsored retirement plan, such as a pension plan or a 401(k). But it should also include your own personal savings plan, such as an Individual Retirement Account (IRA).

Business Succession Planning

Nov. 1, 2020 Article

Before you can choose a successor, you need to know what your business needs to succeed after your departure.Entrepreneurs often spend so much time building their business, they give little thought to how they’ll leave it and often get blindsided by the amount of time it takes to create and execute an effective succession plan.

Working Longer Before Retiring

Jul. 1, 2020 Article

Many pre-retirees are concerned that their nest eggs won’t be large enough to maintain a comfortable retirement. A recent study by the Transamerica Center for Retirement Studies reported 48 percent of workers surveyed listed outliving their money as one of their top fears about retirement, while 40 percent answered not meeting the basic financial needs of their family during retirement as their biggest concern.

Communicating with a Financial Professional

Apr. 2, 2020 Article

People generally expect financial professionals to focus on the fiscal side of their clients’ retirement plans. Without a doubt, ensuring clients have adequate savings to continue living comfortably is extremely important, and advisors do their best to help clients attain this security. But a deeper knowledge and understanding of the people they serve can help them provide an even higher level of service.

Retirement Option Overload

January 1, 2020 Article

Too many choices can be as frustrating as too few. A financial professional can help you find the right retirement plan for your small business.

Are You Sacrificing Your Retirement for Today’s Lifestyle?

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.

Retirement Will Happen: Be Prepared with Your Own Savings

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.

Finding Balance in the Sandwich Generation

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?

Barron’s Recognizes Kelley & Mullis Managing Partner in 2019 Top Financial Advisor Listings

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.