by Casey Mullooly | Jan 31, 2023 | Videos
In this week’s video, Tom discusses how saving for college in a New Jersey 529 account could provide a new tax deduction for folks. There are requirements that must be met by NJ taxpayers in order to qualify for this deduction. Tom also addresses a common worry...
by Casey Mullooly | Jan 26, 2023 | Videos
A lot of folks feel like the odds are stacked against them when it comes to investing in the stock market. But is that actually true? In this week’s video, Casey talks about the biggest difference between investing your money in the stock market and gambling at...
by Casey Mullooly | Jan 19, 2023 | Videos
In this week’s video, Tom answers whether or not you should take money from your 401(k) to buy a house. You need to know all of the ramifications of taking a retirement account distribution BEFORE you do anything. Tom walks you through it all while offering up...
by Casey Mullooly | Jan 12, 2023 | Blog, Videos
We are often asked “what can I expect my portfolio to return each year?”. Historical stock market returns offer an answer. But that answer doesn’t do a good job of setting expectations because average returns don’t happen very often. In this...
by Casey Mullooly | Jan 5, 2023 | Videos, Blog
How are investors supposed to avoid making financial decisions based on emotion? And if you are not supposed to invest based on how you feel, what are you supposed to base your decisions on? Tom covers this and more in this week’s video. He shares research that...
by Casey Mullooly | Dec 29, 2022 | Blog, Videos
In this video, Tom covers what a $1 million retirement might look like. $1 million seems like a lot of money to most people, but is it even enough to maintain your lifestyle in retirement? Tom discusses 4 things folks should do to make sure their $1 million allows...
