McNamaraOnMoney

Risks and Rewards - Part 1 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/

Paying for College, with Joseph Novinson of Vested Academics, Part 2

Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college.

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.

A member of both the Massachusetts Association of Student Financial Aid Administrators (MASFAA) and the National Association of Student Financial Aid Administrators (NASFAA), Joseph offers his consulting clients a wealth of information. You can find Vested Academics online at: https://vestedacademics.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/

Paying for College, with Joseph Novinson of Vested Academics

Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college.

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.

A member of both the Massachusetts Association of Student Financial Aid Administrators (MASFAA) and the National Association of Student Financial Aid Administrators (NASFAA), Joseph offers his consulting clients a wealth of information. You can find Vested Academics online at: https://vestedacademics.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/

Financial Tricks and Treats, Part 2

This week, join Justin McNamara and Mike McNamara for their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy!

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/

Financial Tricks and Treats, Part 1

This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy!

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/

Long-Term Care with Lisa Silva, Part 2

This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care.


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/

Long-Term Care with Lisa Silva, Part 1

This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care.


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/

How Can I Become Financially Secure? - Part 2

What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure.

Justin McNamara, CFP® is a Certified Financial Planner with a 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, please 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/

How Can I Become Financially Secure? - Part 1

What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure.

Justin McNamara, CFP® is a Certified Financial Planner with a 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, please 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/

Medicare, with Peter Stoner - Part 2

This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare.

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.

About Peter D. Stoner:

Over 25 years of Medicare Experience

* Manager of Retiree Sales at Tufts Health Plan

* Director of Medicare Sales at Fallon Health Plan

* Consultant to multiple Medicare Health Plans

AHIP (American Health Insurance Plans) Certified

www.stonermedicare.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.

mcnamarafinancial.com/