McNamaraOnMoney

This week, join Michael J. McNamara, Ph.D., CFP®, and his guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage.

Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others.

Jeremy Devaney joined Fairway Independent Mortgage in October 2017 having 2.5 years of prior mortgage lending experience. Before entering the mortgage business in 2015, Jeremy spent more than a decade in investment banking and consulting. Previously specializing in investment research and private equity buyouts in the Defense industry, Jeremy has advised on more than $3B in closed transactions. During that time, Devaney was a re-occurring defense industry expert commentator appearing on shows including CNBC, Fox Business News and Bloomberg Radio. He's also been quoted in the Wall Street Journal, the Washington Post, National Defense Magazine, and the Associated Press.  Jeremy's expertise in analyzing investments and demystifying complex financial transactions provides him the perfect skill set to help everyone from families buying their first home to sophisticated real estate investors.  Jeremy currently resides in Marshfield, MA with his wife Allison, and their sons, Graham & Hunter. In his free time he enjoys spending time with his family, running, skiing, and hitting the beach. Jeremy also spends time reinvesting in his community, serving as Vice President and board member of the Marshfield Chamber of Commerce as well as sitting on the board of directors for the Plymouth Area Coalition for the Homeless.

You can find Fairway Independent Mortgage online at: https://www.fairwayindependentmc.com/

McNamara Financial is an independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/

Be sure to check out the McNamara on Money website at:

https://mcnamaraonmoney.com

This week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Financial Award Letters and how they fit into your financial planning for college.

Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.

Julie Shields-Rutyna is the Director of College Planning, Education, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise related to planning, saving, and paying for college to families, colleges, and other organizations. Prior to joining MEFA, Julie worked for the College Board, Nellie Mae, and American Express, and was the Director of Financial Aid at the Harvard Graduate School of Education. Julie has been involved with MASFAA in a variety of positions and committees since 1993. She holds degrees from the University of Massachusetts in Amherst and the Harvard Graduate School of Education in Cambridge.

To schedule a visit with the team at McNamara Financial, be sure to visit:

https://mcnamarafinancial.com/contact

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/

This week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Financial Award Letters and how they fit into your financial planning for college.

Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.

Julie Shields-Rutyna is the Director of College Planning, Education, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise related to planning, saving, and paying for college to families, colleges, and other organizations. Prior to joining MEFA, Julie worked for the College Board, Nellie Mae, and American Express, and was the Director of Financial Aid at the Harvard Graduate School of Education. Julie has been involved with MASFAA in a variety of positions and committees since 1993. She holds degrees from the University of Massachusetts in Amherst and the Harvard Graduate School of Education in Cambridge.

To schedule a visit with the team at McNamara Financial, be sure to visit:

https://mcnamarafinancial.com/contact

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/

This week, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for a show about scary financial news and financial planning in light of it.

Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others.

Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.

To schedule a visit with the team at McNamara Financial, be sure to visit:

https://mcnamarafinancial.com/contact

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

Come, see what it's like to work with a Fiduciary!

http://mcnamarafinancial.com/

This week, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for a show about scary financial news and financial planning in light of it.

Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others.

Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.

To schedule a visit with the team at McNamara Financial, be sure to visit:

https://mcnamarafinancial.com/contact

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

Come, see what it's like to work with a Fiduciary!

http://mcnamarafinancial.com/

This week join Mike McNamara, Ph.D., CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.

Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others.

Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law.

You can find Bryan Fecteau online at: https://www.delaney-muncey.com/

McNamara Financial is an independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/

This week join Mike McNamara, Ph.D., CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.

Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others.

Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law.

You can find Bryan Fecteau online at: https://www.delaney-muncey.com/

McNamara Financial is an independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/

This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR-related issues.

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/

This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR-related issues.

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/

This week, Mike McNamara, Ph.D., CFP® and his daughter Alyssa McNamara Reed CFP® for a discussion about making sense of the markets when they seem to make no sense.

Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others.

Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.

To schedule a visit with the team at McNamara Financial, be sure to visit:

https://mcnamarafinancial.com/contact

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.

http://mcnamarafinancial.com/