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.
Jul. 5, 2017Article
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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:
How much do you need to save? This is the most...
Jun. 1, 2017Article
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...
May. 15, 2017Press Release
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.
Mr. Fetner brings 17 years of successful experience...
May. 9, 2017Press Release
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.
May. 2, 2017Article
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...