McNamaraOnMoney

Let’s Do a Financial Plan, Volume 2 - Part 1 of 2

This week join Justin McNamara and Mike McNamara as they make a real-life financial plan.

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.

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/

Thanks and Giving 2021, Part 2 of 2

Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving.

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.

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:

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.

mcnamarafinancial.com/

Thanks and Giving 2021, Part 1 of 2

Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving.

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.

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/

To Borrow or Not to Borrow for a Mortgage, Part 2 of 2

This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage.

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.

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 Jeremy Devaney online at: https://devaneymortgage.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

To Borrow or Not to Borrow for a Mortgage, Part 1 of 2

This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage.

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.

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 Jeremy Devaney online at: https://devaneymortgage.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

Let’s Do a Financial Plan - Part 2 of 2

This week join Justin McNamara and Mike McNamara as they make a real-life financial plan.

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.

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/

Let’s Do a Financial Plan - Part 1 of 2

This week join Justin McNamara and Mike McNamara as they make a real-life financial plan.

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.

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/

Credit Unions vs Banks, Part 2 of 2

This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks.

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.

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/

Credit Unions vs. Banks, Part 1 of 2

This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks.

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.

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/

Risks and Rewards - Part 2 of 2

This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about risk. How risky should you be in your investing strategy? What level of risk makes sense for you? What’s the relationship between risk and reward?

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.

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.

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/