“Have a financial plan, but realize the most important part of that plan is planning on the plan not going as planned.” I found this nugget of wisdom recently shared by Morgan Housel to be all too applicable to a current situation in my life. Let me begin by confirming Morgan is on the money… [Read More] Your Plan vs. Reality
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:
Mullooly Asset Show Episode 22 1:50 – 5 Things to Know About FAFSA Here is the link to the transcription of this video
Mullooly Asset Show Episode 21 1:44 – How complicated does financial planning have to be? https://rpseawright.wordpress.com/2016/02/12/a-hierarchy-of-advisor-value/ Here is the link to the transcription of this video
In late 2015, I enrolled in the Financial Planning Certificate Program at Farleigh Dickinson University. My ultimate goal is to become a CFP professional, and fulfilling the education requirement is the first step. Farleigh Dickinson University offers a six course, 270-hour program. It’s the largest and oldest New Jersey based program registered with the CFP… [Read More] Fulfilling the CFP Education Requirement: Course One Review
Mullooly Asset Show Episode 17 1:39 – Contacting your advisor when you change your address 4:22 – Should you refinance your debt? Here is the transcription for this video
Mullooly Asset Show Episode 11 1:52 – Should I sell my stocks to cover expenses from an emergency room visit? 4:39 – Financial shocks 6:28 – Tax on the poor Here is the transcription for this video.