There’s an excellent article written by Carl Richards featured in the NY Times. Richards is known in our industry because he comes up with cute images drawn on napkins that succintly get a message across. I’ll link to the article below. His point was the old “image” of retirement was “work hard from 25 through… [Read More] Retirement vs. Distribution
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 Dallas Police and Fire Pension Plan received accolades for their investment performance through 2008-2009, but those accolades mean nothing to worried plan participants today. [Read More] The Dallas Police and Fire Pension Plan
“What could go wrong here?” is a very powerful question to ask periodically. Aetna announces a $200 million loss from Obamacare. They forgot about Dental When I started at EF Hutton back in 1983, people told me not to take a job there. “They don’t offer dental” I was told. Can you imagine turning down… [Read More] What could go wrong here?
1:17 – I thought the Fed was raising rates, but I just saw a headline that said rates are at all-time lows. What’s going on? Click here for the transcription of this video
The amount of times I hear from friends, “I have no idea what to do with my money” or “what’s the best way to save money”, is eye-popping. But is it entirely their fault? There are a number of memes floating around the internet about how it was nice to “learn about the inside of… [Read More] Can We PLEASE Learn About Personal Finance?
When it comes to investing, we ought to work on what we can control: defining a goal, saving for the future. Preparing for “days of need.” [Read More] Prepare For Days of Need