This week, Tom addresses the 2021 market projections you'll see over the next few weeks. If 2020 taught us anything, it's that NOBODY knows what will happen in the next year. These projections are purely entertainment, and should NOT be taken seriously. Show Notes...
In this week's episode, Tom stresses the importance of a firm financial foundation. That starts with knowing your monthly numbers. If you don't know how to figure out your numbers, we can help you! ? A Firm Financial Foundation - Transcript Tom Mullooly: In episode...
In Ep. 223 of the Mullooly Asset Show, Tom addresses the popular question: will I have enough money for retirement? In our office, that's one of the most common questions. He addresses the challenges of retiring at the Jersey Shore, asks folks what their current...
In the spirit of Giving Tuesday, this week Tom highlights a new "above the line" tax deduction created by the CARES Act in 2020 tied to charitable giving! It may not be a big deduction, but every bit helps! Check out the video below for more information: ? Show...
In this week's episode, Tom walks through how to talk to your adult kids about your estate. Talking about estate planning is awkward and never fun, but clearly communicating your wishes is very important. ? Show Notes 'What to Tell Your Adult Kids When Planning Your...
In 2020, there have been a LOT of opportunities to jump in and out of the market - only to investor's detriment. Having a fiduciary advisor on your side can help investors remain invested through tough markets knowing the advice they're getting is in their best...
We could record this video on Monday before the election, and post it today before results are final because the message DOES NOT CHANGE. Regardless of the news, our message stays the same. An election is not a reason to rip up a long-term strategy. ? The Plan Remains...
Heading into the Presidential election next week, we expect to see some short term volatility in the markets. That's OKAY. In this episode, Tom explains why short term market moves are NOT a reason to rip up the script with your investments. This is not a time to...
It's been 33 years since the stock market crash (aka Black Monday) in October of 1987. 33 years could be how long your retirement lasts. In this week's video, Tom takes a few lessons away from 1987 and applies it to what we're going through here in 2020. ? Show...
If you're in a hole, stop digging! In this week's video, Tom talks about debt. In 2017, 33% of college students graduated with $10,000 in credit card debt. Digging yourself a hole of debt that early in life makes it even tougher to build a strong financial base. ?...
