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The Best Way to Work With Your Accountant

The Best Way to Work With Your Accountant

March and April are when you hear from your accountant the most. Whether they're gathering documents, asking clarifying questions regarding those documents, or sending you your return, your accountant is top of mind in the beginning of the year. We are not accountants...

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The 3 Principles of Retirement Planning

The 3 Principles of Retirement Planning

Retirement planning may sound simple on the surface, you just save as much money as you can and then pull it back out when you’re done working, right? Ehhh not so much. The decision to retire might be the hardest financial decision you ever have to make. Sticking the...

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4 Things to Do When You Get a Raise

4 Things to Do When You Get a Raise

When you get a raise, you get a golden opportunity to improve your finances.  Earning more income doesn't happen very often throughout the course of your career. But increasing your income is the single best thing you can do to improve your financial position. The...

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Do You Know What Tax Bracket You Are In?

Do You Know What Tax Bracket You Are In?

The beginning of the year means... tax time! If your income fluctuated in 2022 that means your tax bracket may have changed. So be sure to dig out and review all of your relevant documentation like last year's tax return, your Form W-2, your latest paystubs, and...

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Is it Okay to Change Plans in Retirement?

Is it Okay to Change Plans in Retirement?

Everyone has expectations for what they'll do when they retire. But what happens if you get there and want to change plans? In this week's podcast, Tom, Tim, Brendan and Casey discuss whether or not it is okay to change plans in retirement. The guys also stress the...

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63% of Investors Reported Making This Mistake

63% of Investors Reported Making This Mistake

How are investors supposed to avoid making financial decisions based on emotion? And if you are not supposed to invest based on how you feel, what are you supposed to base your decisions on? Tom covers this and more in this week's video. He shares research that shows...

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The Biggest Financial Stories of 2022

The Biggest Financial Stories of 2022

In this week's podcast, Tom and Casey recap the biggest financial stories from 2022. There was no shortage of things to talk about this year, from inflation and unprecedented interest rate hikes, to one of the most volatile years ever for the stock and bond market....

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What Does a $1 Million Retirement Look Like?

What Does a $1 Million Retirement Look Like?

In this video, Tom covers what a $1 million retirement might look like. $1 million seems like a lot of money to most people, but is it even enough to maintain your lifestyle in retirement? Tom discusses 4 things folks should do to make sure their $1 million allows...

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Changes are Coming to Retirement Plans

Changes are Coming to Retirement Plans

In this week's podcast, Tim and Casey highlight the changes coming to retirement plans as part of a new bill being passed by Congress. The new rules being introduced largely benefit folks saving for retirement, but it's important to understand the changes coming for...

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How to Avoid Investing with Hindsight Bias

How to Avoid Investing with Hindsight Bias

Investing is so difficult because the future is always uncertain, but everything seems obvious after the fact. This leads investors into a harmful way of looking at the stock market called hindsight bias. In this week's video, Casey examines why investors fall victim...

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Making Predictions for 2023

Making Predictions for 2023

On this week's episode of the Mullooly Asset Podcast, Casey, Tim, and Tom discuss price targets for 2023 and the Santa Claus rally.  Almost every large national bank analyst makes a price target at the end of the year for the coming year, but are they really...

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How to Review Your Finances

How to Review Your Finances

As the year wraps up, it’s a best practice to review your finances. One of the main reasons we see folks getting into financial trouble is because they refuse to take stock of where they stand. In a year like 2022, where the stock market has slumped and inflation has...

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How Often Should Investors Expect All-Time Highs?

How Often Should Investors Expect All-Time Highs?

In this week’s video, Casey discusses how difficult it’s been for investors to manage their expectations after 2021 and 2022. He shares statistics about how long it’s been since the market has made a new all-time high and how that relates to previous years. It’s...

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Taking a Hardship Withdrawal from Your 401(k)

Taking a Hardship Withdrawal from Your 401(k)

In this week’s video, Casey discusses the growing rate of people taking hardship withdrawals from their 401(k) plans. It’s great that folks want to get invested in the market, but it shouldn’t come at the expense of having an emergency fund in a savings account. Tune...

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Maximize Your 2022 Charitable Gifting Strategy

Maximize Your 2022 Charitable Gifting Strategy

The end of the year is a great time to consider charitable gifting. If you are feeling generous, want to make a difference in someone’s life, and want to reap potential tax benefits, this is the blog post for you! Before we go any further, when we talk about gifting...

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