Financial Planning

At Mullooly Asset Management, some of our clients might think of us as their personal CFO (Chief Finance Officer).  We would prefer individuals be the captain of their own ship, but we may be able to help you along the way to taking better control of your finances, and your investments.  In  this section of our website, we address many topics/questions that our clients ask us.

Financial planning is a very broad topic, some of the specific areas covered here include: saving for college, retirement savings vehicles, retirement planning, investor behavior, financial goal setting and much more. If you or a loved one has a financial planning question you would like us to answer please feel free to get in touch with our team by calling 732-223-9000.

We remind our clients that their family members and loved ones do not have to be a client of Mullooly Asset Management in order to ask us questions!

You can view our Disclosures and Legal Disclaimers page here.

Here are some of our most recent articles:

  • Roth IRA vs. Traditional IRA

    September 14, 2020
    There is no wrong time to start saving for retirement.  If you’re fresh out of college starting at your first job, it’s not too early.  If you’re well into your career and need to start prioritizing retirement, it’s not too late.  Retirement can last a lot longer than people think. It’s important to have enough ...
  • 4 Retirement Mistakes to Avoid in 2020

    September 2, 2020
    The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. We’ve started to see businesses getting back in action here in Monmouth County and down by the Jersey Shore.  However the effects of the shutdown are still being felt everywhere. Before making any ...
  • Your Jersey Shore Financial Fitness Plan

    August 18, 2020
    We tend to idolize professional athletes from all different types of sports. Usually for good reason, too – they undergo rigorous training, develop impressive mental strength and reach both mental and physical peak performance. Studies even show that student-athletes are more likely to have better academic and behavioral performance. We don’t want to focus on physical ...
  • How to Build Better Credit

    August 3, 2020
    One of the first steps to living a financially healthy life is having good credit. The national household debt now stands around $14.3 trillion. Now is the time to strategize for your personal credit development. Working with a financial planner, especially here in New Jersey, can help you get a hold of your debt and ...
  • What Happens If You Pass Away Without a Will?

    July 27, 2020
    At Mullooly Asset Management, we provide comprehensive financial planning for our clients right here in Monmouth County, NJ and beyond.  No financial plan is complete without an estate plan. Within your estate plan, creating a will should be the very first step. Creating a will gives you the opportunity to make sure your wishes are carried ...
  • Unemployment Benefits and Your Taxes

    July 20, 2020
    We wanted to continue the discussion Tom, Tim, and Brendan had in Episode 315 of the Mullooly Asset Podcast. Let’s further discuss the impact unemployment benefits can have on your tax situation for next year. The coronavirus pandemic forced millions of people out of work and scrambling for money to pay their bills. By the end ...
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