McNamaraOnMoney

Portfolio Assessment and Retirement Planning with a Volunteer, Part 1

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/

Thinking Outside the Box: Your Home Equity and Reverse Mortgages with David Tourtillott, Part 2

This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages.

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.

David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. David is a member of the National Reverse Mortgage Lenders Association (NRMLA) and adheres to their strict Code of Ethics and Best Practices Policy. David is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his client's goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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

Thinking Outside the Box: Your Home Equity and Reverse Mortgages with David Tourtillott, Part 1

This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages.

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.

David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. David is a member of the National Reverse Mortgage Lenders Association (NRMLA) and adheres to their strict Code of Ethics and Best Practices Policy. David is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his clients’ goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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

Checking Your Planning Assumptions, Part 1

This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how the assumptions you make affect your outcome, and why financial advisors tend to be conservative in their estimates.

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.

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/

Checking Your Planning Assumptions, Part 2

This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how the assumptions you make affect your outcome, and why financial advisors tend to be conservative in their estimates.

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.

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/

Why You Need a Roth Now More Than Ever, Part 2

This week join Alyssa McNamara Reed, her husband, and her business partner Kirk Reed, for a discussion about Roth IRAs, and why you need a Roth now more than ever.

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/

Why You Need a Roth Now More Than Ever, Part 1

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about Roth IRAs, and why you need a Roth now more than ever.

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/

Planning Through the Ages, Part 2

This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life.

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, 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/

Planning Through the Ages, Part 1

This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life.

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, 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/

How to Own, Protect, and Bequest your Largest Asset - Your Home, Part 2

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, and their guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.

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.

On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.

You can find Mark D. Stiles online at https://stiles-law.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/