by Thomas Mullooly | Aug 17, 2018 | Financial Planning
We need to change financial planning forever. When I began my career, most financial planning advice swirled around tax avoidance. Planned then shifted in estate planning work. It quickly evolved into retirement planning. A great deal of work these days centers...
by Timothy Mullooly | Aug 3, 2018 | Financial Planning
Let’s start out with a quick exercise. Think of a pop song that you like to listen to on the radio. It does not matter what era it’s from, or what year it was released, or who sings it. Got it? Okay, good. Without even knowing what the song is, I’ll bet that if you...
by Casey Mullooly | Jun 21, 2018 | Financial Planning
A few months back during Mets pregame, Bobby Valentine was interviewed while honoring the recently deceased Rusty Staub. Bobby V said that Rusty was the first person who ever told him; “Nobody cares how much you know, until they know how much you care.”...
by Thomas Mullooly | Jun 15, 2018 | Financial Planning
Wouldn’t it be great if we could get young professionals and older professionals to actually SPEAK to each other? Perhaps lend a helping hand? What could each generation learn from the other? Younger professionals could show more seasoned professionals how to...
by Timothy Mullooly | May 31, 2018 | Financial Planning
Over my lifetime, I’ve compiled a nice long list of movies that I deem my favorites (as I’m sure everyone else has as well). One of the movies on the list is ‘Back To The Future’. I particularly enjoy ‘Back To The Future pt. II’ when Biff takes the DeLorean time...
by Thomas Mullooly | Apr 16, 2018 | Financial Planning
Do I need an estate plan – if I won’t have estate taxes to pay? There is quite a difference between estate TAXES and estate PLANS. A lot of folks think, “I’ll never have that much dough, so I don’t need to worry about that.” And...
