Fee-Only vs. Fee-Based

  In Ep. 144 of the Mullooly Asset Show, Tom talks about the difference between fee-only and fee-based advisors.  Although the names sound very similar, they couldn’t be more different! Show Notes ‘Fee-Only vs. Commission Financial Advisor: How...

The Pitfalls of Not Reading Your Mail

  In Ep. 134 of the Mullooly Asset Show, Tom talks about why it’s important to ALWAYS read your mail from your advisors.  Whether it is a statement, invoice, or any other type of correspondence, READ IT. The Pitfalls of Not Reading Your Mail –...
About Your Tax Refund

About Your Tax Refund

Is your tax refund smaller this year? Some folks are discovering their tax refund is smaller than last year, or smaller than expected. Or worse, they may owe money on taxes. “Where is the tax cut I was promised?” I discussed this recently in a thread on...
Emergency Savings

Emergency Savings

Where is your “emergency savings” sitting? The answers we’ve heard shocked us: One gentleman told us the money sitting in utility stocks was his emergency money. Good grief. Some folks have a few measly bucks socked away in a bank account, just in...