Asta Muldoon, CFP, MS, CDFA

09/07/2026

Today we recognize the hard work, dedication and contributions of workers across every industry.

Wishing you a safe and relaxing Labor Day, with time to enjoy the people and moments that matter most.

09/02/2026

Women are often taught to play it safe with money, but keeping too much cash in a low-interest savings account can quietly cost you over time.

Your money deserves the chance to grow, not just sit still. Learn the difference between saving for security and investing for your future.

Legal file: 8934191

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08/31/2026

There's no universal number that works for everyone.

A few things to consider include:

• Your monthly expenses
• Income stability
• Upcoming large purchases
• Family responsibilities
• Other available savings

An emergency fund should support your circumstances—not someone else's checklist.

If you haven't reviewed your emergency savings in a while, now may be a good time to revisit whether it still aligns with your current goals.

What financial myth should we tackle next Monday?
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08/27/2026

One of the questions I hear most often is:

""Am I on track for retirement?""

There isn't one magic number.

Retirement planning depends on many moving parts—including spending, income sources, inflation and timing.

That's why I like using retirement calculators as a starting point for the conversation.

They're not predictions—but they can help you ask better questions.

Get financial guidance in Mattapoisett, MA from Asta Muldoon & balance pursuing tomorrow's dreams with your goals for today.

08/26/2026

Happy dog day to our favorite mutt! Here he is, begging for food. Thanks to Charlie, we haven’t eaten in peace in 12 years!

08/24/2026

If you've been online lately, you've probably seen someone predicting the next market downturn.

Eventually, someone will be right.

But reacting to every headline can make it difficult to stay focused on your own long-term goals.

Instead of asking:

""What's the market doing today?""

It can be more helpful to ask:

""Has anything changed about my own goals or circumstances?""

Those conversations often lead to better long-term decisions than reacting to every prediction that appears in your news feed.
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08/20/2026

If your child is heading off to college, there's another milestone happening besides move-in day.

At age 18, parents may no longer automatically have access to certain medical or financial information.

This is a good time to review conversations around:

• Health care documents
• Financial powers of attorney
• Emergency contacts
• Important financial records

It's not the most exciting part of preparing for college—but it may be one of the most important.
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08/19/2026

We all know how energizing it is to get a fresh perspective on your work. That’s how I feel after attending the Ameriprise Financial Circle of Success National Conference in Denver for the firm’s top-performing advisors last week. Ask me about what we discussed — and how I’ll use what I learned to help you reach your financial goals.

08/18/2026

Summer is winding down… here are some of my favorite moments from this summer. My niece’s wedding in Lithuania, time with family, and travelling to Bulgaria!!

08/17/2026

People often use these terms interchangeably, but they're different.

Investment management focuses primarily on your investments.

Financial planning may also include conversations about:

• Retirement
• Taxes
• Insurance
• Estate planning
• Education planning
• Cash flow
• Major life transitions

Investments are important—but they're only one piece of your overall financial picture.

A comprehensive financial plan looks at how all those pieces work together.
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