McNamaraOnMoney

Aging in Place - Continuing Care Retire Retirement Communities - Part 1 of 2

This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about Aging in Place and Continuing Care Retirement Communities.

Lara Shea has enjoyed working in senior living since high school.  In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server.  Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH.  She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from Lasell College in Newton, MA. Currently, Lara proudly serves on the following boards - LeadingAge Maine and New Hampshire and chairs the Education Committee, Monadnock Employee Forum, ConVal High School Region 14 ATC Regional Advisory Committee and South Peterborough TIF Advisory Board.  In addition, she is an adjunct professor at Franklin Pierce University. Lara and her husband Jamieson live in Peterborough.

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

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/

Mid-Year Checklist, Part 2 of 2

The year’s more than halfway over, and Summer is the perfect time for a financial check-in. This week join Kirk Reed and Mike McNamara as they take a look at what you should be considering in your mid-year financial plan.

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.

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.

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/

Mid-Year Checklist, Part 1 of 2

The year’s more than halfway over, and Summer is the perfect time for a financial check-in. This week join Kirk Reed and Mike McNamara as they take a look at what you should be considering in your mid-year financial plan.

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.

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.

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/

What’s Hot and What’s Not, Part 2 of 2

This week join Justin McNamara and Kirk Reed for a discussion what’s hot and what’s not and how it relates to your financial planning.

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.

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/

What’s Hot and What’s Not, Part 1 of 2

This week join Justin McNamara and Kirk Reed for a discussion what’s hot and what’s not and how it relates to your financial planning.

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.

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/

Financial Words of Wisdom from Financial Industry Titans, Part 2 of 2

This week, join Michael J. McNamara, Ph.D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans.

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 a 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/

Financial Words of Wisdom from Financial Industry Titans, Part 1 of 2

This week, join Michael J. McNamara, Ph.D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans.

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 a 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/

Real Estate from the Legal Side with Attorney Mark Stiles, Part 2 of 2

This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.

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

On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.

You can find Mark D. Stiles online at https://stiles-law.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/

Real Estate from the Legal Side with Attorney Mark Stiles, Part 1 of 2

This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.

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

On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.

You can find Mark D. Stiles online at https://stiles-law.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/

Surviving the Real Estate Downturn with Sharon McNamara, Part 2 of 2

This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn.

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.

Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.

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/