2 Tips for Long-Term Investors We've all heard about how long-term investors can expect to earn 5, 6, 7, 8% per year. But why do a lot investors not actually earn those returns? In this week's video, Casey talks about a study from Morningstar that has repeatedly shown...
New Jersey Exit Tax - Video #385 Here are the key takeaways: - The New Jersey exit tax is not actually a tax for many people, but rather an estimated tax payment - It was introduced in 2004 by Governor Jim McGreevey to prevent people from avoiding capital gains taxes...
IRA: Need a Default Investment Option? Key takeaways: - Workplace plans like 401ks have the advantage of automatic paycheck deductions and investments, which facilitates dollar cost averaging - 28% of IRA rollovers stayed in cash for the first twelve months, which is...
According to a recent BlackRock survey, 99% of people think that having guaranteed income in retirement would help them financially. And we agree! Knowing that you have a guaranteed income source for life can be a huge benefit to retirees. But folks should know what...
The biggest fear retirees have is outliving their money. Overspending in retirement is one of the main reasons why this could happen. You might not know how much to pull from savings to make up your lost income. You might not know how long your savings will last. You...
A lot of retirees worry about outliving their money. And rightfully so! But that can also lead to underspending in retirement. Or, not spending as much as you can afford to. You spent your whole life working and saving money. Now it's time to retire, and you have to...
Financial Power of Attorney Financial Power of Attorney - Links Catch all our Mullooly Asset videos here Subscribe to the Mullooly Asset YouTube Channel Financial Power of Attorney - Transcript In episode three eighty we talk about financial power of attorney....
Financial Planning: Get Step One Right - Video 379 Key Takeaways: - Nothing else matters in financial planning if you don't get step one right: knowing your cash flow. - You must know what's coming in and going out every month; understanding your expenses on a monthly...
Buy Now Pay Later Key Takeaways from "Buy Now Pay Later" Episode Lack of Reporting to Credit Agencies: Companies like Affirm, Klarna, and AfterPay do not report consumer debts from "buy now pay later" schemes to major credit reporting agencies like Equifax,...
End Of Life Financial Planning Key Takeaways: 1. If someone is married and they pass away, this is the last year they can file a joint tax return, which may affect decisions on accelerating income for the surviving spouse. 2. Selling an asset at the last moment or...
