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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.

Why Your Budget Is Failing And How To Fix It

Why Your Budget Is Failing And How To Fix It

A recent survey by GOBankingRates cited creating and sticking to a budget as one of the top financial New Year’s resolutions for 2017. Yet as I talk to people, many have abandoned their budget. When I recently asked a friend why she ditched her budget, she told me that she just was not good at budgeting. I told her that maybe it was not that she was bad at budgeting, but she was using the wrong methods to budget. Intrigued, she asked for more details and I went into the top 7 reasons why I feel budgets fail:

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3 Ways You Can Lose Your Social Security Benefits

3 Ways You Can Lose Your Social Security Benefits

Tens of millions of Americans rely on their Social Security benefits, and many are in a position in which they can't really afford to lose their monthly checks. Yet there are a few situations in which the Social Security Administration can and will take away benefits for certain recipients. Below, we'll go through the situations where you risk losing your Social Security benefits so that you won't get surprised down the road.

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7 Reasons a Roth IRA May Be a Good Idea for You or Someone You Love

7 Reasons a Roth IRA May Be a Good Idea for You or Someone You Love

It’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some Americans, others may benefit by contributing to a Roth IRA that offers no immediate tax break, but has other tax advantages, such as tax-free growth potential and tax-free income during retirement. Some people may realize the greatest benefit by having both types of IRAs.

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Four Basic Estate Planning Documents

Four Basic Estate Planning Documents

Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate, this involves an all-encompassing look at the decisions to be made, who makes them and how assets are divided. To get your estate in order, you will need to prepare four major documents.

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The Future Of Wealth Management

The Future Of Wealth Management

A great transfer in wealth from aging baby boomers to younger generations is under way, and it is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms.

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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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