by Casey Mullooly | Jan 30, 2023 | Blog
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....
by Casey Mullooly | Jan 17, 2023 | Blog
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,...
by Casey Mullooly | Jan 12, 2023 | Blog, Videos
We are often asked “what can I expect my portfolio to return each year?”. Historical stock market returns offer an answer. But that answer doesn’t do a good job of setting expectations because average returns don’t happen very often. In this...
by Casey Mullooly | Jan 6, 2023 | Blog, Podcasts
Subscribe: RSSEveryone 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....
by Casey Mullooly | Jan 5, 2023 | Videos, Blog
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...
by Casey Mullooly | Dec 30, 2022 | Blog, Podcasts
Subscribe: RSS 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...
