McNamaraOnMoney

Medicare, with Peter Stoner - Part 1

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

https://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.

http://mcnamarafinancial.com/

Estate Planning with Bryan Fecteau, Part 2

This week join Kirk B. Reed, CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.

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.

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/

Estate Planning with Bryan Fecteau, Part 1

This week join Kirk B. Reed, CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.

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.

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/

Bankruptcy, Part 2

This week, join Justin McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.

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.

Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.

You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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/

Bankruptcy, Part 1

This week, join Justin McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.

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.

Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.

You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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/

Medicare, with Pat Haradan

In this episode, join guest host Pat Haradan, Employee Benefits and Risk Management Strategist of Lockton, for a discussion about Medicare,

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/

Social Security and Employee Benefits with Pat Haradan - Part 1

In this episode, join guest host Pat Haradan, Employee Benefits and Risk Management Strategist of Lockton, for a discussion about Social Security and Employee Benefits.

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 Going On In The Real Estate Market, Part 2

This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about what's going on in the real estate market now.

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.

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/

What’s Going On in the Real Estate Market? - with Sharon McNamara, Part 1

This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about what's going on in the real estate market now.

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.

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/

Managing Finances Through Life’s Situations, Part 2

This week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about situations in life and how you should be managing your money through them.

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.

American Consumer Credit Counseling is a nonprofit credit counseling agency that helps consumers take control of their financial lives through credit counseling, debt consolidation, and financial education.

To reach American Consumer Credit Counseling please visit:

https://www.consumercredit.com

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/