McNamaraOnMoney

Tax-Related Investment Decisions, Part 1

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/

Financial Independence, Part 2

This week, join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on achieving financial independence at any age!

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.

Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, 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/

Financial Independence, Part 1

This week, join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on achieving financial independence at any age!

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.

Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, 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/

Aging in Place, Part 2

This week join Alyssa McNamara Reed, CFP®, her husband/business partner Kirk B. Reed, CFP®, and their guest Mark Friedman of Senior Helpers for a discussion on the financial aspects of aging and taking care of an aging family member.

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.

Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.

Mark Friedman has owned Senior Helpers Boston and South Shore since 2009. Passionate about the industry and seniors, he has been an advocate for licensing and standardized practices; setting the bar high for his own offices in caregiver recruitment, training, continuing education and advanced certification. Recently he introduced the LiFE Engagement Profile, (Li=Lifestyle, F= Feasibility , E= Evaluation ) a proprietary analysis that assesses a senior’s risk across more than 225 critical factors, providing extraordinary guidelines and insights for home care. These help mitigate factors standing in the way of successful recovery and aging in place.

You can find Senior Helpers online at: https://www.seniorhelpers.com/ma/south-shore/

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/

Aging in Place, Part 1

This week join Alyssa McNamara Reed, CFP®, her husband/business partner Kirk B. Reed, CFP®, and their guest Mark Friedman of Senior Helpers for a discussion on the financial aspects of aging and taking care of an aging family member.

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.

Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.

Mark Friedman has owned Senior Helpers Boston and South Shore since 2009. Passionate about the industry and seniors, he has been an advocate for licensing and standardized practices; setting the bar high for his own offices in caregiver recruitment, training, continuing education and advanced certification. Recently he introduced the LiFE Engagement Profile, (Li=Lifestyle, F= Feasibility , E= Evaluation ) a proprietary analysis that assesses a senior’s risk across more than 225 critical factors, providing extraordinary guidelines and insights for home care. These help mitigate factors standing in the way of successful recovery and aging in place.

You can find Senior Helpers online at: https://www.seniorhelpers.com/ma/south-shore/

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/

FAQ’s, Part 2

This week join Alyssa McNamara Reed along with Justin Reed they answer the most commonly-asked questions they receive from clients.

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.

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.

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.

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/

FAQ’s, Part 1

This week join Alyssa McNamara Reed along with Justin Reed they answer the most commonly-asked questions they receive from clients.

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.

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.

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.

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/

How Much College Can Your Child Afford? - 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 husband/business partner Kirk B. Reed, CFP® for a discussion on the financial aspects of planning for your child’s college education.

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.

Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, 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 Much College Can Your Child Afford?

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 husband/business partner Kirk B. Reed, CFP® for a discussion on the financial aspects of planning for your child’s college education.

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.

Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, 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/

Portfolio Assessment and Retirement Planning with a Volunteer, Part 2

When should you take a look at your investment portfolio and re-assess your retirement plan? This week, join Justin McNamara, CFP®, and Michael J. McNamara, Ph.D., CFP®, for a real-time session with a volunteer as they look at his investment portfolio and his retirement plan.

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/