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.

Five Tips for Keeping Your Financial Resolutions

Dec. 12, 2017 Article

With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend to be tied to our emotions more than our logic. Here are five tips for keeping your financial resolutions:

Leaving Your 401(k) to a Charity

Dec. 1, 2017 Article

An important part of establishing an IRA, 401(k), 403(b) or other qualified plan is naming a beneficiary. On the positive side, this helps ensure that upon your death, any remaining account balance will transfer directly to your heirs without going through probate. On the negative side, your heirs could lose up to 80 percent of the account’s balance to income and estate taxes, both federal and state.

It's Not Strictly Business: How Entrepreneurs Balance Personal and Business Financial Planning

Nov. 3, 2017 Article

For many successful entrepreneurs, it can be difficult to tell where their business ends and their personal lives begin. These driven professionals spend almost every waking moment (and sometimes even sleeping ones) thinking about the how to take advantage of opportunities for growth or, conversely, how to overcome obstacles that may keep their companies from running smoothly. Entrepreneurs often come to feel that, as long as they stay focused on the business, many other issues – both personal and professional – will work themselves out.

A Surprising Way Health Insurance Might Save Your Life

Oct. 2, 2017 Article

Back in May, an angry constituent asked Congressman Raul Labrador, an Idaho Republican, why he had voted for the House health care bill, which the constituent claimed would cause people to die for lack of Medicaid funding. The Freedom Caucus member shot back with a now infamous retort: “Nobody dies because they don’t have access to health care.”

5 Simple Ways To Demolish Your Debt In 2017

Sep. 5, 2017 Article

529 Plans: Prepaid Educational Arrangements

Aug. 1, 2017 Article

Your One Stop Guide To Retirement Planning

Jul. 5, 2017 Article

Do you feel overwhelmed thinking about retirement planning? It's one of the most common topics we're asked about. One way to make it more manageable is to break it down into a series of decisions:

7 Budget Tips To Help You Save Costs When You Travel

Jun. 1, 2017 Article

We wholeheartedly agree with the saying, “Travel is the only thing you buy which makes you richer”. However, bank accounts generally don’t. While we’d all love to spend our holidays in a luxurious coma, we find ourselves compromising on little things which our personal bottom line will be grateful for.

Kelley & Mullis Wealth Management Announces New Financial Advisor

May. 15, 2017 Article

Birmingham, AL – Kelley & Mullis Wealth Management, one of the leading independently owned financial services firms in Birmingham, AL, announces the addition of Matt Fetner as Financial Advisor.

Barron's Recognizes Kelley & Mullis Managing Partner in 2017 Top Financial Advisor Listings

May. 9, 2017 Article

Birmingham, Ala. – Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management, was recognized as one of Barron’s 2017 “America’s Top 1,200 Financial Advisors” and ranked among the Top 10 financial advisors in Alabama.