Recently, I watched a very famous TED Talk from a man by the name of Simon Sinek. I’m sure many of you are aware of the talk I am referring to, and you can find it here, but for those who don’t know Sinek, or his work, let me recap it for you. Probably the… [Read More] Why Do You Do What You Do?
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:
The Future You Hates You. Financially, we’ve run into many people who have a “money style” of “Management by Crisis” or MBC. And we have a message for those who subscribe to MBC: the future you hates you. Because of these cash flow interruption events. Because you are living beyond your means. Or because have yet to appreciate the power behind saying the word: No. [Read More] Cash Flow Interruption and The Future You
College has never been more expensive than it is right now. The numbers above don’t even include room and board! The rising cost of college has led to an explosion in student loan debt in America. There are some great savings vehicles that can help families save money for college and hopefully reduce the need… [Read More] Communicating About Student Loan Debt
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Baguchinsky.mp3Subscribe: Android | RSSWe recently had the pleasure to catch up with Jessica Baguchinsky of Paychex. Jessica is a sales superstar, and if you are trying to grow your business, increase your sales or you’re looking to learn how to pull your business (or yourself) up, you ought to listen to this podcast. We titled… [Read More] MAM 181: Never Quit, Even if Homeless – Our Interview with Jessica Baguchinsky
Before we get started, let me just say how much it truly pains me to write an article praising the 2015 Kansas City Royals. I am a die-hard New York Mets fan, and if you know anything about baseball, you know the Royals beat the Mets in the World Series that year. Having said that,… [Read More] Save Money Like the 2015 Kansas City Royals
In my last post I covered the basics of the Roth IRA. However, figuring out Roth IRA contributions can be tricky due to the phaseout rule. In this post I will provide examples of how to calculate Roth IRA contributions for a single tax filer and a married couple filing jointly. Single Filer If a single… [Read More] Roth IRA Contributions for Single Filers and Married Couples