According to an article published in 2015, approximately 64% of Americans do not have a Will. My question to those (nearly) two-thirds of Americans without a Last Will and Testament is this: what are you thinking? There are apparently lots of folks who (mistakenly) believe: Wills are only necessary if you have a multi-million-dollar estate.… [Read More] Make a Will, today!
In this post we discuss what is a credit freeze, is it worth getting one, and what happened with the Equifax breach and why it may impact you. Part of our “job” so to speak is to manage your investments. But another part of what we do is help you plan safely for the future.… [Read More] Credit Freeze: Worth it?
Remember when people were asking where all the market volatility went? Well, it’s back. We’re still just a few percentage points off highs, but the day-to-day moves in the market have become a little more volatile than we have seen earlier in the year. I guess people are starting to come out of their summer… [Read More] Tim’s Top Links – 8/24/17
Who are the beneficiaries on your IRA or retirement account at work? If you cannot answer immediately, you may want to check. Often, employees will name a beneficiary on a retirement account at work when they enroll in the plan. Which may have been twenty years ago. Or you may have named beneficiaries when you opened… [Read More] Beneficiaries: An Important Part of Your Retirement Account
Are you good at saving money? Are you a credit card junkie? We’re learning “saving money” is a skill …and not everyone OWNS that skill. That doesn’t make them bad people. It just makes the potential for their future somewhat …dicey. Now, this post discusses results from a survey of millennials — and how messed… [Read More] the expiration date on the card is…?
Mullooly Asset Management, Inc. is a Registered Investment Advisory firm. We focus on investment management and financial planning for our clients. There is a world of difference between brokers and advisors. Sometimes (it seems) only advisors are aware of these differences. The industry needs to do a better job educating the public about these differences when… [Read More] Comparing Registered Investment Advisors and Brokers