by Thomas Mullooly | Jun 2, 2023 | Videos
I spent too much money — now what? I’m retired and I spent too much money! Now what? Unexpected expenses happen all the time! So, expect them. We can help you prepare for that. We take a lot of time building cash flow projections for our clients and...
by Casey Mullooly | May 19, 2023 | Videos
How much time does increasing your savings rate save you in retirement? … The answer may surprise you. In this week’s video, Casey discusses how a small increase in your savings rate **COULD** put your financial goals closer at hand. Other factors like...
by Thomas Mullooly | May 12, 2023 | Videos
What are the duties of an Executor in New Jersey? In Episode #341 of the Mullooly Asset Show, Tom discusses some of the duties of an executor in New Jersey. Most folks will likely only need to serve as an executor perhaps once or twice in their lifetime. We’ve...
by Thomas Mullooly | May 5, 2023 | Videos
Sell in May, and go away, in 2023? Really? Should we be doing this with our investments? We’ve heard this advice for decades. The financial media loves to pound this point over and over, on an annual basis, every spring. This often makes us FEEL like we are...
by Thomas Mullooly | Apr 27, 2023 | Videos
Let’s discuss the duties of an executor. So, you have just been named as executor of an estate. You have our condolences! That’s because you (probably) will have some work ahead of you. In this video, Tom discusses the three primary duties of an...
by Thomas Mullooly | Apr 21, 2023 | Videos
So, do I pay NJ Taxes on an Inheritance? In this week’s video (Episode #338) from the Mullooly Asset Show, Tom tackles the question “Do I pay NJ Taxes on an inheritance?” We get asked about NJ Inheritance taxes quite a bit, and we decided to make a...
