Most investors are pitched on the "advantages of investing in an annuity", but neglect to find out what happens in the end game. It's not something pleasant to discuss, but what happens when an annuity owner dies? Tom and Brendan cover this frequently asked question...
It's easy to accept facts as they are, that "things will never change." The Yankees win every year, you retire at age 65 and get a gold watch. I was reading an article about how, in 2013, the US is passing Russia and Saudi Arabia as the largest producer of natural...
You've probably heard plenty of investment advisors, financial planners, and other financial experts harp on the importance of having a monthly budget before. Tom explains three reasons why you need to have a monthly budget in this video from Mullooly Asset...
There are several reasons you need to have an emergency fund, and Tom discusses them in this video from Mullooly Asset Management. Many people also wonder how much money they should have in their emergency fund when creating one. This is a good question to ask your...
In this week's Mullooly Asset Management podcast, Tom and Brendan discuss a question they hear a lot. The question is, "How much money should be in my emergency fund?". Tom was inspired to talk about financial safety nets this week because of a New York Times article...
Since 2009, the Federal Reserve has purchased two trillion dollars worth of bonds in the open market. That is trillion, with a T. Which is ten times what the Fed had purchased in the previous ten years. So, with all this "printing money"...where is the inflation this...
This week's Mullooly Asset Management video covers a financial planning topic that parents and teens alike should be concerned about. Tom and Brendan talk about managing your student loan debt this week. Student loan debt affects millions of Americans each year....
Have you been under the impression that you make too much money to contribute to a Roth IRA? Well Tom and Brendan want to let you know that you do not. In this week's Mullooly Asset Management video Tom and Brendan discuss how investors can still contribute through a...
Do you know the four ways to get distributions from a mutual fund? Tom and Brendan start off this week's Mullooly Asset Management podcast by talking about them. The four ways include income, dividends from holdings, short term capital gains, and long term capital...
If you run a business, you learn pretty quickly that dividends are not deductible. But interest payments are deductible. Apple announced this week, during their earnings release, a huge dividend for Apple shareholders. You may know that Apple has been said to hold...
