Family of Fee-Only investment advisors. We're four CFP®'s on the New Jersey shore - financial planners & manage investments. Tweets ≠ investment advice
Wall, NJ
Joined September 2014
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Get to know us!
Over 400+ podcasts: mullooly.net/podcasts/
Over 300+ videos: mullooly.net/videos/
Mullooly Asset Management retweeted
Is the S&P 500 in a bubble?
Based on an interesting item from @biancoresearch recently - the top 8 names - stacked by market cap - are the same in the Nasdaq 100 and the S&P 500
What is the "Optimal" Social Security Claiming strategy?
Casey Mullooly, CFP® tells the tale:
#socialsecurity
Mullooly Asset Management retweeted
But wait @EddyElfenbein, there's more:
If you owned $GE during this time you also received:
1 sh of GEHC (Jan '23) for every 3 shares of GE
1 sh of GEV (Apr 24) for every 4 shares of GE
Please join us in congratulating @MulloolyCasey on passing the CFP® exam.
#hardwork pays off!
ALT Casey Mullooly
In this week’s video, Casey discusses your most likely sources of retirement income.
He breaks down how much to expect (on average) from each category and some things to consider when deciding where to pull money from in retirement.
youtube.com/watch?v=js4UvJuD…
In this week’s video, Casey discusses what folks with less than $1 million saved for retirement should focus on to get ready.
The majority of folks are in this position. But there are plenty of ways to make the numbers work in retirement.
youtube.com/watch?v=HFJD-jdI…
If you've got questions about FDIC Coverage Limits, this week's podcast has the answers for you!
Tom and Casey cover all things FDIC insurance, Silicon Valley Bank, bonds/interest rate moves and lessons for individual investors as well.
Check it out!
mullooly.net/fdic-coverage-l…
In this week’s video, Tom compares the benefits of investing in stocks vs. the risks.
It’s true, stocks are volatile. But Tom thinks the long-term pay off for enduring volatility is worth it.
Tune in to hear what you NEED TO KNOW about owning stocks.
youtube.com/watch?v=fp51WZev…
What are your options for your old 401(k) when changing jobs?
Employers and retirement plans tend to make your options unclear. So in this week's video, Casey covers 4 different options you have for that old 401(k) account.
youtube.com/watch?v=JeLBk6Si…
What are the worst investments during inflation? The answer may surprise you.
In our podcast this week, episode 434, Tim and Tom discuss how there has been a rush to create and bring to the market many inflation-related products on Wall Street.
mullooly.net/worst-investmen…
In this week’s episode, Tim and Tom discuss the transition from working (and receiving a paycheck) to retirement.
That sudden feeling of saying “we can’t afford that” looms large for many new retirees. You are not alone!
mullooly.net/in-retirement-b…
In this week’s video, Casey discusses how much is enough to live on in retirement and the best way to figure that number out.
It’s important for you to have a personalized retirement goal and not get sucked in to some round number.
youtube.com/watch?v=ZU6pyVnT…
Making drastic changes during tax season is a recipe for frustration. Accountants can't change what has already happened!
But they can help you plan better throughout 2023.
In this week's blog post, we outline the best way to work with your accountant.
mullooly.net/the-best-way-to…
In this week’s podcast, Casey and Tom discuss the merger between TD Ameritrade and Charles Schwab.
We share all the information we have so far including expected timeline and what folks can do to prepare.
mullooly.net/what-to-expect-…
One of the biggest risks in retirement is the cost of long term care. Do you buy an insurance policy ahead of time or pay out of pocket when the time comes?
In this week’s video, Tom discusses this difficult topic and lays out what LTC costs on average.
youtube.com/watch?v=lpr_lX0C…
In this week’s podcast, Tom and Casey walk you through Form 1099 and explain why it is an important piece of tax information.
The guys talk about capital gains tax, step-up in cost basis, where to access Form 1099s and much more.
mullooly.net/how-to-read-you…