Helping You Make Better Choices With Your Money
by Tim Mullooly
Yesterday on the Mullooly Asset Blog, we outlined a handful of things every client should tell their advisor. Does your advisor need to know what you had for breakfast today? No, but if it has to do with your financial situation or income – they NEED to know!
Find out what FOUR things we said you need to tell your advisor here.
by Tim Mullooly
Last week on the LWM blog, I wrote about some frequently asked about financial mistakes that millennials make. Being a younger advisor, it’s important to communicate what I hear from my peers so that we can all make the best financial decisions possible.
by Tim Mullooly
As a young investment advisor in my late-20’s, I’ve fielded a lot of questions from my peers. As a group, we’re entering the stage of our lives where personal finance decisions are becoming extremely important. We’re starting to earn more money, plenty of people are getting married, buying homes, and starting families. One or two bad financial habits, or big mistakes, can really derail your financial situation for years to come. As younger Millennials, we want to take that next step towards financial independence, and with that there are some general mistakes we need to avoid. [Read more…] about Millennial Money Mistakes
by Tim Mullooly
The un-official end of summer is here – Labor Day Weekend. I hope everyone enjoys the long holiday weekend, and we’ll be back on TUESDAY next week with more Top Links for you!
by Tim Mullooly
The thing we always say about financial plans, and retirement plans, is that these plans are never set in stone. When circumstances change, we need to change with it. 2020 has brought on a lot of change for a lot of people.