Time Stamps: 1:29 – “Why do I need a financial plan if I already have an investment portfolio?” Why A Portfolio Isn’t A Plan – Transcript Tim Mullooly: In episode 58, I step out from behind the camera. Welcome the Mullooly Asset Show. I’m your fill-in host for today, Tim Mullooly. You guys might know… [Read More] Why A Portfolio Isn’t A Plan
I published a new blog post yesterday on the Mullooly Asset site. It’s a pretty straight forward assessment of important points regarding estate planning. Many people believe estate planning does not belong to them, BUT they’re wrong! While estate TAXES might not apply to most people, estate planning can benefit most people. To check out… [Read More] Tim’s Top Links – 9/22/17
An estate plan is one of those things many people think they DON’T need, but everyone SHOULD have. There seems to be a misunderstanding among people today that only wealthy people need to have an estate plan. That couldn’t be more wrong. Do you have a bank account? Do you have a car? Do… [Read More] 7 Important Points About Estate Planning
Over the last couple weeks, Equifax has continuously made headlines, and each one seems to get worse. Here at Mullooly Asset Management, we have published a blog post AND a video outlining what happened with Equifax, and what you could potentially do to help keep yourself safe. You can find both the blog post and… [Read More] Tim’s Top Links – 9/21/17
In the latest installment of the Mullooly Asset Podcast, I talked with Tom about a range of different topics. We covered co-signing loans, municipal bonds, moving your investments to cash, and much more! You can check out Episode #194 by clicking this link! Here’s what I’ve been reading this morning: ‘Social Proof In The Markets’… [Read More] Tim’s Top Links – 9/20/17
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_194.mp3Subscribe: Android | RSSMullooly Asset Podcast #194 Time Stamps: 2:33 – “what does it mean when you move your investments to cash?” 4:34 – “why do municipal bond funds all seem to lose money for their customers?” 11:28 – “how much do I have to pay in taxes when transferring to a Roth IRA?” 16:26 – “how do I… [Read More] Co-Signing Loans, Moving to Cash, Municipal Bonds & More!