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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

Five Tips for Keeping Your Financial Resolutions

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: 

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Leaving Your 401(k) to a Charity

Leaving Your 401(k) to a Charity

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.

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

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

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.

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A Surprising Way Health Insurance Might Save Your Life

A Surprising Way Health Insurance Might Save Your Life

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.”

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7 Budget Tips To Help You Save Costs When You Travel

7 Budget Tips To Help You Save Costs When You Travel

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.

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

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