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.
Jan. 22, 2015Article
Financial planning isn't just about the numbers; it's about the relationships. Dependable, ethical, purposeful and committed are the cornerstones that drive Kelley & Mullis Wealth Management. Founded over 35 years ago on these principles, their...
Jan. 22, 2015Article
Making New Year’s resolutions has become almost cliché, because, let’s face it, most of us find it difficult to stay focused on these resolutions through the end of January.
Financial goals can be especially difficult to stick with because our...
Dec. 9, 2014Article
How did you do this year?
One of the best ways of evaluating your progress toward achieving your financial goals is with an annual review. Late December and the beginning of the New Year is an ideal time to conduct this appraisal. It shouldn’t be...
Nov. 1, 2014Article
As you get together with your spouse, children and parents for the holidays this year, explore the following list of questions to ensure you’re setting good financial examples for your children, as well as ensuring you and your parents have a...
Oct. 1, 2014Article
The “three legged stool” has long been the approach to retirement planning. But most Americans don’t even have a stool, and for some who do, the stool is becoming a bit shaky.
The “three-legged stool” is considered the basic model of retirement...