Thomas Dooney Financial Advisor

05/10/2024

Simple and helpful budgeting tool. 50/30/20 is an easy way to start tracking your finances. Begin saving and investing today! Send me a message to discuss your personal and 401k savings. Thank you!

If you’re a big-picture person, it might work for you.

01/07/2024

You can reach your investment goal no matter your age. Take a quick read through this article and you'll see the difference in savings required to reach your savings objective.

Thank you and please let me know if I can help! My contact info is in my profile.

Calculations account for three different rates of return and a 25-year time horizon for making investments.

01/05/2024

The sooner you start the better! No matter if you are in your 20's, 30's or 60's, you can build your wealth. This is the benefit of compounding interest.

Let's speak about how to make this happen for you! Contact information is in my profile.

Have a great day!

Compound interest on investments grows money that's saved in your 20s much more than money saved later in life, says Suze Orman.

01/03/2024

Do you know where to start to plan for income in retirement? This calculator is an eye-opener and a great introduction. Feel free to explore!

Once you have your results, let's discuss your next steps. I'm here to guide you every step of the way. Message or contact me at your convenience. Thank you!

11/20/2023

The news headlines say it all – inflation is growing at record rates. Let’s address your inflation concerns together and put a strategy in place that will help your retirement goals stay on track.

Contact me today.

11/19/2023

Celebrating Women's Entrepreneurship Day!

Let's continue to empower women to conquer new horizons in the world of finance.

11/16/2023

Inflation can have a huge impact on your retirement if you don’t have a strategy in place. Let’s talk about how you can have the retirement you want while addressing the potential effects of inflation.

11/15/2023

We’re nearing the end of the year, a time to plan for tax season and look at how you can reduce your tax exposure. Check out some of these strategies to keep in mind.

There is still time in 2023 to start a financial change! Let's have a talk to see what you can do. My contact information is in my profile.

The year's end is a great time to explore opportunities to reduce tax exposure now and strategize to minimize income taxes in the future.

11/13/2023

Thank you to all of our Veterans for dedicating your time to our country!

05/18/2023

When making a big decision, it’s important to have the facts. There are many misconceptions about life insurance out there, and I want to help set the record straight for you.

Here’s a quick myth vs. reality breakdown:

Myth -> Life insurance has one purpose: to provide a death benefit.
Reality -> Beyond death benefit protection, you could use permanent life insurance as part of a diversified retirement strategy.

Myth -> Term insurance is only beneficial if you need coverage for a specific period of time.
Reality -> Convertible term insurance gives you the flexibility to convert to permanent coverage down the road.

Myth -> If you have employer-provided life insurance, you are fully covered.
Reality -> You may benefit from supplementing your coverage, especially if you switch jobs and can’t take it with you.

Let’s talk about the realities of life insurance — and what it can do for you. Email me at [email protected]. Thank you!

02/10/2023

Your success is worth protecting. Life insurance can help. Let’s talk about how women are using it to add flexibility to their financial strategies.