Retirement Option Overload
January, 2020Article
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.
Kelley & Mullis Financial Updates
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.
Questions to Ask About Medicare
Oct 15, 2024Article
If you are new to Medicare, there are several questions you should consider while approaching or within your Initial Enrollment Period (IEP) or a Special Enrollment Period (SEP). Use this guide to consider your options when preparing to enroll in Medicare or after you have already enrolled.
How Will Working Affect Social Security Benefits?
Jul 1, 2024Article
In a recent survey, 73% of current workers stated they plan to work for pay after retiring.
Your Emergency Fund: How Much Is Enough?
May 16, 2024Article
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood.
The Great Debate Continues: Active vs. Passive
April 4, 2024Article
Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which is Better?”
Estate Management Checklist
February 5, 2024Article
A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for health care if you become unable to make medical decisions for yourself.
Debt Stress
August 15, 2023Article
The average American owes $59,580 in debt. Of that $59,580, $41,830 is from mortgage debt, $5,640 is from student loans, and $5,470 is from auto loans. Little wonder that money worries can be a major cause of stress.
Do Your Kids Know The Value of a Silver Spoon?
July 10, 2023Article
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
3 Major Retirement Hazards to Avoid
April 6, 2023Article
Retirement planning is atricky process, one that requires careful planning and patience. But even if you have a retirement plan with a clear set of financial and lifestyle goals, it’s important to be aware of several common missteps that many fall victim to.
3 Major Retirement Hazards to Avoid
April 6, 2023Article
Retirement planning is atricky process, one that requires careful planning and patience. But even if you have a retirement plan with a clear set of financial and lifestyle goals, it’s important to be aware of several common missteps that many fall victim to.