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Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ

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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.

Financial Planning

Here are some of our most recent articles:

Biff’s Sports Almanac of Investing

May 31, 2018 by Timothy Mullooly

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 machine from the future… [Read More] Biff’s Sports Almanac of Investing

Filed Under: Financial Planning

Do I Need an Estate Plan If I Won’t Have Estate Taxes in New Jersey?

April 16, 2018 by Thomas Mullooly

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 there’s some truth to that. See, the threshold where Federal… [Read More] Do I Need an Estate Plan If I Won’t Have Estate Taxes in New Jersey?

Filed Under: Financial Planning Tagged With: estate planning

Waiting on the *High Schools* to Change

February 9, 2018 by Timothy Mullooly

As John Mayer says in his hit song ‘Waiting on the World to Change’: “One day our generation is gonna rule the population.”  He might not have been talking about my generation, or the younger generation specifically, but it still holds true for ANY generation. One day, these younger generations are going to grow up,… [Read More] Waiting on the *High Schools* to Change

Filed Under: Financial Planning

Negative Equity, Saving Money: Create Your Own Personal Recession

February 1, 2018 by Thomas Mullooly

In “car speak,” the term “negative equity” exists when you owe more than your car is worth. We all value our own automobiles much higher than a dealer will often take in a trade. But it’s what happens at “trade-in time” that can spell doom for your personal finances. According to Ivan Drury, Edmunds Senior… [Read More] Negative Equity, Saving Money: Create Your Own Personal Recession

Filed Under: Asset Management, Financial Planning

The Self-Fiduciary

January 24, 2018 by Casey Mullooly

Why would anybody pay someone to evaluate their financial situation and not be truthful with that person? It seems like a waste of time, money and effort. Yet, we’re all guilty of doing this exact thing!  We all go to various professionals for help several times a year and don’t do what they tell us… [Read More] The Self-Fiduciary

Filed Under: Financial Planning, Investor Behavior Tagged With: behavioral finance, fiduciary, fiduciary obligation

Coercion versus Changing Behavior

January 5, 2018 by Thomas Mullooly

When we begin working with new clients, we try our best to explain investing is (to some small degree) a participation sport. Clients need to be involved! And for the most part, clients get it. I’d like to believe we do a good job of explaining what’s needed and we stay in good contact. But… [Read More] Coercion versus Changing Behavior

Filed Under: Financial Planning, Investor Behavior Tagged With: 401k account, 403b annuity, 457 plan, saving

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Copyright © 2002-2018 · Mullooly Asset Management
2052 Highway 35, Suite 203 · Wall Township, NJ 07719 · Tel: 732-223-9000
Copyright © 2002-2018
Mullooly Asset Management
2052 Highway 35, Suite 203
Wall Township, NJ 07719
Tel: 732-223-9000
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