by Brendan Dooley | Apr 8, 2020 | Uncategorized
Last night’s thunderstorm woke me up and I couldn’t get back to sleep. I started thinking about Passover starting tonight and how Coronavirus has likely altered the Passover plans of my friends, neighbors, and clients, in addition to thinking about my own Easter...
by Brendan Dooley | Apr 1, 2020 | Uncategorized
The government stimulus package or the CARES Act that was signed into law last week was almost nine hundred pages. This humble tome was only 10 pages in Google docs, so I’ve done my best to condense what’s relevant to you and present some planning opportunities. I’m...
by Brendan Dooley | Mar 26, 2020 | Uncategorized
Have you ever been to a fortune-teller? Tarot card reader? A wizard? I will confess that I have not, but I know that it’s a tough business. The whole premise is they’re supposed to be able to predict your future, and from what I understand, the juicy parts come just...
by Brendan Dooley | Mar 20, 2020 | Uncategorized
Some people might consider discussing personal finance and volatility during a time like this to be insensitive. But I’m here to encourage you to give yourself permission to think about how this will impact your financial future. The markets are certainly reacting...
by Brendan Dooley | Feb 27, 2020 | Uncategorized
My name is Brendan Dooley and I’m a Philadelphia-based financial planner. I’m also a bit two-faced. Let me explain. In my business, I evaluate and add new technology allll the time. I’m always eager to add software that can help me serve my clients, add new...
by Brendan Dooley | Feb 14, 2020 | Uncategorized
This Valentine’s Day, Fall In Love With A Roth IRA For those of you that are still figuring out what to get your significant other for Valentine’s Day, look no further than your friendly Philadelphia financial planner’s blog. “Hey babe, let’s give each other...
