by Thomas Mullooly | Jan 13, 2016 | Videos, Financial Planning
? 1:52 – Should I sell my stocks to cover expenses from an emergency room visit? 4:39 – Financial shocks 6:28 – Tax on the poor Here is the transcription for this video.
by Brendan Mullooly, CFP® | Jul 22, 2015 | Financial Planning, Podcasts
Subscribe: RSSImagine that you and your family are about to take a cruise to the Caribbean. You’ll be stopping in St. Lucia, Grenada, and St. Vincent and the Grenadines. You’re excited for what should be an excellent trip, but upon boarding you find out...
by Brendan Mullooly, CFP® | Mar 24, 2015 | Financial Planning, News
A recent chart from Deutsche Bank’s Torsten Sløk shared on Business Insider shares a scary reality: 47% of US households don’t save any part of their current income. Of course, as Anthony Isola put it on Twitter, “Making lemonade out of lemons, 53%...
by Brendan Mullooly, CFP® | Jan 5, 2015 | Financial Planning, News, Retirement Planning
The beginning of a new year presents an optimal time to set goals for yourself. Last week, Tom discussed financial New Year’s resolutions on the weekly video. I recently read an excellent post from Kris Venne of Ritholtz Wealth Management regarding knowing your...
by Thomas Mullooly | Dec 29, 2014 | Videos, Financial Planning
As 2014 comes to an end, we share some timely tips for those who intend to make financial New Year’s resolutions. Tom has some words of wisdom that you should keep in mind: Don’t play the stock market with the rent! He elaborates on the meaning of this in...
