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Financial Resource Center

retirement plans

How Are Retirement Plans Affected by Down Markets?

Casey Mullooly May 11, 2022

stock market

What’s Going to Bring the Stock Market Back?

Casey Mullooly April 29, 2022

Capital Gains

2022 Capital Gains Tax Rates

Casey Mullooly April 22, 2022

Economy

Is 2022’s Economy the 1970’s All Over Again?

Casey Mullooly April 14, 2022

yield curve

Should We Be Worried About the Yield Curve?

Casey Mullooly March 25, 2022

Pay off Your Mortgage

Should You Use Retirement Assets to Pay Off Your Mortgage?

Casey Mullooly February 25, 2022

Financial Planning tips for 2022

Financial Planning Tips for 2022 (Part One)

Casey Mullooly January 21, 2022

Stock Market

Is the Stock Market Being Held Up By 5 Stocks?

Casey Mullooly December 28, 2021

Interest Rates

The Latest on Interest Rates and the Federal Reserve

Casey Mullooly December 17, 2021

Is the 4% Rule Right for Your Retirement

Is the 4% Rule Right for Your Retirement?

Casey Mullooly December 10, 2021

Withdrawing Money For Retirement

Withdrawing Money For Retirement

Casey Mullooly December 3, 2021

Should You Move in Retirement?

Should You Move in Retirement?

Casey Mullooly November 19, 2021

What should We Do About Inflation

What Should We Do About Inflation?

Casey Mullooly November 12, 2021

3 Misconceptions About Inflation and Your Investments

3 Misconceptions About Inflation and Your Investments

Casey Mullooly November 3, 2021

Social Security

Social Security: 5.9% Cost of Living Adjustment

Casey Mullooly October 28, 2021

target date funds

Are Target Date Funds Right For You? Part 2

Casey Mullooly October 22, 2021

target date funds

Are Target Date Funds Right for You? Part 1

Casey Mullooly October 15, 2021

Tax Planning

Tax Planning: Lifetime Tax vs. Yearly Tax

Casey Mullooly September 30, 2021

investing decisions

Investing Decisions: Should You Follow the Trend?

Casey Mullooly September 24, 2021

Investors Underperform

Why Do Investors Underperform the Funds They Own?

Casey Mullooly September 17, 2021

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The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.