McNamaraOnMoney

Managing Finances Through Life’s Situations, Part 1

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/

Financial Stuff Folks Hate To Talk About, Part 2 (Rebroadcast)

This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!

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/

Financial Stuff Folks Hate To Talk About, Part 1 (Rebroadcast)

This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!

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/

Financial Stuff Folks Hate to Talk About (or worry about, or don’t think about), Part 2

This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!

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/

Financial Stuff Folks Hate to Talk About (or worry about, or don’t think about), Part 1

This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!

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/

McNamara on Money gets local!

In this episode, join Alyssa McNamara Reed, CFP®, (who’s also the President of the Marshfield Massachusetts Chamber of Commerce!) for a fun Summer show about what’s going on on the South Shore!

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/

Retirement Scenarios

How much money do you need to retire? At what age can you retire? This week join Alyssa McNamara Reed, CFP®, for a walkthrough of retirement scenarios, and learn the details about how much money you need to live a comfortable retirement, and what age you can plan on retiring.

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/

Elder Law, Part 2

This week, join Justin McNamara, CFP, along with attorney Jeffrey A. Higgins, and Suzanne McNamara, RN, BSN, BSW, CMC - Elder Care Manager / Aging Life Care Professional and Partner, Client Care Director, and Elder Care Consultant of Elder Care Consultants of Choice - for a discussion about how the law can protect your assets if you’re in, or going into, a nursing home.

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.

Suzanne McNamara, RN, BSN, BSW, CMC is an Elder Care Consultant/Manager with over 15 years of experience in the field of aging. She is a Registered Nurse and a Social Worker. Suzanne’s combined expertise derives from her education and positions in hospitals, assisted living facilities, skilled nursing facilities, home care, and hospice. This experience and breadth of knowledge enables Suzanne to astutely, compassionately, and respectfully respond and care for each of her clients. Given her client’s often complex circumstances, Suzanne acts as an advocate with other professionals and services. She creates a plan of care for each client, taking steps in sync with her client’s timing and capacity. Her optimism is recognized and appreciated by her clients and their families.

Suzanne believes that the client must always come first, making space for their multi-faceted life, centering their needs, and meeting them where they’re at. She joined the Elder Care Consultants of Choice (ECCC) Team to extend and scale the firm’s reputation for industry-defining quality of care. Within two years of practice, in ECCC, Suzanne shone as a superb Care Consultant/Manager. She was made Partner.

Suzanne McNamara is a member of the Aging Life Care Association (ALCA), Aging Society of America (ASA), and Massachusetts Nursing Association. She earned a Certified Care Manager (CMC) designation.

You can find Elder Care Consultants of Choice online at:

https://www.eccofchoice.com/

You can find Jeffrey Higgins online at:

http://www.attorneyjh.qpg.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/

Elder Law, Part 1

This week, join Justin McNamara, CFP, along with attorney Jeffrey A. Higgins, and Suzanne McNamara, RN, BSN, BSW, CMC - Elder Care Manager / Aging Life Care Professional and Partner, Client Care Director, and Elder Care Consultant of Elder Care Consultants of Choice - for a discussion about how the law can protect your assets if you’re in, or going into, a nursing home.

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.

Suzanne McNamara, RN, BSN, BSW, CMC is an Elder Care Consultant/Manager with over 15 years of experience in the field of aging. She is a Registered Nurse and a Social Worker. Suzanne’s combined expertise derives from her education and positions in hospitals, assisted living facilities, skilled nursing facilities, home care, and hospice. This experience and breadth of knowledge enables Suzanne to astutely, compassionately, and respectfully respond and care for each of her clients. Given her client’s often complex circumstances, Suzanne acts as an advocate with other professionals and services. She creates a plan of care for each client, taking steps in sync with her client’s timing and capacity. Her optimism is recognized and appreciated by her clients and their families.

Suzanne believes that the client must always come first, making space for their multi-faceted life, centering their needs, and meeting them where they’re at. She joined the Elder Care Consultants of Choice (ECCC) Team to extend and scale the firm’s reputation for industry-defining quality of care. Within two years of practice, in ECCC, Suzanne shone as a superb Care Consultant/Manager. She was made Partner.

Suzanne McNamara is a member of the Aging Life Care Association (ALCA), Aging Society of America (ASA), and Massachusetts Nursing Association. She earned a Certified Care Manager (CMC) designation.

You can find Elder Care Consultants of Choice online at:

https://www.eccofchoice.com/

You can find Jeffrey Higgins online at:

http://www.attorneyjh.qpg.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/

Tax-Related Investment Decisions, Part 2

This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how your investments may impact your taxes.

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.

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/