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
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 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.
The Goals of An Advisor: there are only a few goals ALL advisors should have. They may seem simple, but they are not. [Read More] The Goals of An Advisor
Yesterday on my drive home, I listened to Mike Francesa on 660 WFAN. I’m a big fan of his and tuning into the show has become somewhat of a ritual for me. One guy called in and asked Mike a question regarding the odds Vegas put on the 2015 Stanley Cup Finals. His gripe was that Vegas… [Read More] Favored for the Series, but Not Each Game
I was a little late to the game, but better late than never, right? I just finished reading Andy Weir’s The Martian. This science fiction novel was recently made into a movie, starring Matt Damon, that will debut in October. If you haven’t seen a commercial yet, check out the trailer here. After watching the trailer,… [Read More] What The Martian Can Teach You About Investing
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Fixing_the_Holes_in_Your_Financial_Ship_July_2015_Podcast.mp3Subscribe: Android | RSSImagine that you and your family are about to take a cruise to the Caribbean. You’ll be stopping in St. Lucia, Grenada, and St. Vincent and the Grenadines. You’re excited for what should be an excellent trip, but upon boarding you find out that the ship is taking on water. Are you still… [Read More] Fixing the Holes in Your Financial Ship