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:

  • How to Make Your Financial Goals a Reality

    November 23, 2020
    In last week’s blog post we helped you outline some general financial goals for 2021.  Now that you’ve set your goals, how you do actually stick with them?  Far too often, whether it’s a personal or financial goal, goals in the new year are left stranded by mid-February.  Financial progress isn’t made overnight, so it’s ...
  • The Outskirts of Hope

    November 18, 2020
    When it comes to investing, how many people live on the outskirts of hope? President Lyndon Johnson first uttered similar words in his State of the Union address in 1964.  In declaring the war on poverty, Johnson said, “Unfortunately, too many Americans live on the outskirts of hope.” The same can be said for investing. Over the ...
  • Financial Goals for 2021

    November 16, 2020
    There’s just about 6 weeks left in 2020, and it has been a rollercoaster of a year.  With how wacky this year has been, it’s easy to get caught up in the moment and forget that 2021 is right around the corner.  Now is the time to recap everything that happened in your financial life ...
  • What is a Stock Split?

    November 2, 2020
    Stock splits have been quite popular in the back half of 2020.  Plenty of large, publicly traded companies have announced splits over the last few months.  Names everybody will recognize – Apple and Tesla just to name a couple. If the high price of these names has prevented you from buying in the past, new ...
  • 7 Steps to Financial Success

    October 14, 2020
    Creating success in life, both financial and personal, is no stroke of luck.  We constantly talk about the process behind successful financial planning, and it can really apply to any aspect of life.  Whether you’re saving for retirement, working through a financial plan, hitting a new career milestone, or accomplishing a personal goal – there ...
  • First-Time Home Buyers: What is a Mortgage?

    October 6, 2020
    Attention first-time home buyers: If you’re thinking about buying your first home, the odds are that you’ve at least been introduced to the idea of a mortgage.  However, not all mortgages are the same.  What are the different types of mortgages?  How do you go about getting a mortgage?  Are there mortgages that are better ...
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