RESOURCES
When Should I Start Estate Planning?
Many people think that estate planning is only for people who are retired and getting closer to passing away. However, this couldn’t be further from the truth. Every adult, no...
Inflation and Your Retirement Plan
The current rising inflation rate can be extremely nerve-racking when you are considering your financial portfolio. For the past several years, the inflation rate has been rising...
Protecting Your Retirement Savings Against Inflation
With inflation rising without an income increase to match, it can be a concerning time. Everyone in the United States is experiencing an increase in the prices of necessities....
Making The Most of Your Credit Score
Your credit score is the all-encompassing number that reflects your financial health. The higher your score, the more likely you are to be approved for loans and lines of credit....
Easy Ways to Lower Your Cost of Living
With the new year, you’re probably thinking a lot about your finances, especially your budget, income, and expenses. Cost of living is the amount of money you spend each year to...
Frequently Asked Social Security Questions
If you have been paying into Social Security throughout your career, you’ll receive Social Security benefits once you retire. It can be difficult to understand all aspects of...
PODCASTS
The team at Mooney Lyons prides itself on delivering financial security to families, individuals, and business owners.
DOWNLOAD OUR EBOOK
Learn about our approach and how we personalize each strategy to each person’s goal.
Categories
Financial Planning for the Second Half of the Year
Halfway through the year is the perfect time to reevaluate your finances, especially with the inflation crisis and economic changes that the United States is experiencing. Reassessing allows you to make the changes necessary to stay on track with your financial goals....
Top 7 Estate Planning Mistakes
Any mistakes made in the estate planning process can be extremely costly if you do not catch them. Continue reading to learn the top 7 estate planning mistakes to avoid. 1. Not Partaking In Estate Planning One of the costliest mistakes you can make is not setting up...
When Should I Start Estate Planning?
Many people think that estate planning is only for people who are retired and getting closer to passing away. However, this couldn’t be further from the truth. Every adult, no matter their age or amount of assets, should have an estate plan in place. You also need to...
Inflation and Your Retirement Plan
The current rising inflation rate can be extremely nerve-racking when you are considering your financial portfolio. For the past several years, the inflation rate has been rising gradually. However, at this point in time, it is a historic high for inflation rates. In...