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
Financial Planning Help with Mullooly Asset Management
At Mullooly Asset Management we want our clients to think of us as their personal CFO (Chief Finance Officer). We address many topics/questions that our clients ask us in this section. Financial planning is a very broad topic, some of the specific areas covered here include: saving for college, retirement savings vehicles, retirement planning, investor behavior, financial goal setting and much more.
Here are some of our most recent articles:
In this post we discuss what is a credit freeze, is it worth getting one, and what happened with the Equifax breach and why it may impact you. Part of our “job” so to speak is to manage your investments. But another part of what we do is help you plan safely for the future.… [Read More] Credit Freeze: Worth it?
Last weekend I went on an annual trip with my brothers and friends. Every August for the last six years, we’ve gone on what we call the Canoe Trip. We spend a long weekend camping and canoeing on the upper Delaware River. It’s a lot of fun, and there’s extremely spotty cell service. Unplugging from… [Read More] The Heavy Lifting
If you’re a fan of the hit HBO series, Game of Thrones, there’s one phrase about the Lannister family that you’ve heard time and time again. A Lannister always pays their debts. It’s one of the many things their family has been known for throughout the show. Regardless of the amount, or how long it… [Read More] Be Like the Lannister’s: Always Pay Your Debts
Who are the beneficiaries on your IRA or retirement account at work? If you cannot answer immediately, you may want to check. Often, employees will name a beneficiary on a retirement account at work when they enroll in the plan. Which may have been twenty years ago. Or you may have named beneficiaries when you opened… [Read More] Beneficiaries: An Important Part of Your Retirement Account
I started working full-time for Mullooly Asset Management a little over 2 years ago. I graduated college with some basic knowledge about the stock market and was eager to learn more as my career started. As they say, the best way to learn anything is by doing it. I want to take some time to reflect… [Read More] Lessons Learned After Two Years in the Business