by Casey Mullooly | Oct 18, 2022 | Blog
All personal finance revolves around being able to manage your cash flow. You have to make more than you spend. Then you have to figure out the “right” things to do with that surplus. The “right” thing for you might be different than the...
by Casey Mullooly | Oct 14, 2022 | Blog, Podcasts
Subscribe: RSS In this week’s podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down...
by Casey Mullooly | Oct 13, 2022 | Blog, Videos
In this week’s video, Casey discusses IRS guidance on required minimum distributions for inherited IRA’s. He also uses this as a reminder to folks to make sure they do their RMDs before year end. Casey suggests 2 ways for retirees to handle their required...
by Casey Mullooly | Oct 11, 2022 | Blog
Almost everyone knows they’ll receive social security in retirement. But many people don’t realize that their spouse may qualify for spousal social security benefits as well! Social security is a big piece of the retirement puzzle. When should you claim?...
by Casey Mullooly | Oct 7, 2022 | Blog, Podcasts
Subscribe: RSSSkip to 3:21 in the player Topic 2 Interest rates have an impact on just about every part of our financial lives. And when they move up as quickly as they have in 2022, it causes some major changes. In this week’s podcast, Tom, Tim, Brendan...
by Casey Mullooly | Oct 6, 2022 | Blog, Videos
In this week’s video Tom talks about saving for retirement with a runway of 10+ years. He discusses the dynamics of buying more shares with each dollar you save and how that base works to your benefit on the way back up. We know it’s unsettling to see...
