Will you be able to retire comfortably someday? Many Americans dream of a happy and financially sound retirement, but a recent survey shows that a growing percentage fear this might be unattainable. In the recent Wells Fargo Middle Class Retirement study some pretty...
A lot of Americans have the same question when it comes to their plans for later in life. They want to know, "Will I ever retire?". There are a large number of people who simply don't believe they will anymore. Tom and Brendan discuss this concerning financial topic...
The Retirement Plan Statement Games are on. One of the retirement plans where I have several clients recently changed their statements. Again. This is the second major change in their statement reporting in the past six months. As a result, this set off a tizzy of...
In order to ask the proper questions before getting involved with annuities you should probably understand the three types. Tom and Brendan discuss the three types of annuities in this video, and also cover different questions that you should be asking before putting...
The vast majority of people with 401k accounts set theirs up years ago and have never made a single change since! If you just read that statement and wondered why it's a big deal then you really need to watch this video. Tom and Brendan discuss why so many investors...
In today's Mullooly Asset Management podcast Tom and Brendan talk about 401k accounts and how they actually have more options than most people are aware of. It seems strange that investors aren't aware of changes happening with 401k accounts, but the information just...
In this week's Mullooly Asset Management video Tom and Brendan try to make sense of reactions to a recent Dave Ramsey tweet. In the tweet Ramsey said, "Saving only $100 per month from age 25 to age 65 at 12% growth = $1,176,000. Everyone should retire a millionaire!",...
Tom and Brendan have an interesting topic this week for the Mullooly Asset Management podcast. Radio personality Dave Ramsey tweeted something from his account yesterday that stirred up quite a reaction in the financial community. Ramsey's tweet was about retirement...
Tom and Brendan talk about some issues that arise from investing in age-based funds. Big companies like Vanguard, T. Rowe Price, and Fidelity market these funds as an easy way to save up for things like retirement and college. We have some issues with the way that...
In this week's Mullooly Asset Management podcast Tom and Brendan discuss target retirement funds and age-based funds. Their discussion begins by discussing why clients nearing retirement typically do not want to deal with the stock market. When clients are going to...
