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
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:
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
Are you good at saving money? Are you a credit card junkie? We’re learning “saving money” is a skill …and not everyone OWNS that skill. That doesn’t make them bad people. It just makes the potential for their future somewhat …dicey. Now, this post discusses results from a survey of millennials — and how messed… [Read More] the expiration date on the card is…?
Do I Have Enough Saved For Retirement? As investment advisors, some variation of the question “will I have enough money to retire?” is almost always asked to us in meetings with clients. Rightfully so because it is a VERY important question. People work their entire lives towards retirement, and the last thing they would want… [Read More] Do I Have Enough Saved For Retirement?