McNamaraOnMoney

How to Own, Protect, and Bequest your Largest Asset - Your Home, Part 1

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/

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/

Social Security with SS expert Kurt Czarnowski, Part 2

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed and their guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security.

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.

Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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/

Social Security with SS expert Kurt Czarnowski, Part 1

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed and their guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security.

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.

Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.”  (www.CzarnowskiConsulting.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/

Understanding Your 401(k), Part 2

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed for an in-depth look at how to understand your 401(k).

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.

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.

https://mcnamarafinancial.com/

https://mcnamarafinancial.com/radio-show

Understanding Your 401(k), Part 1

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed for an in-depth look at how to understand your 401(k).

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.

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.

https://mcnamarafinancial.com/

https://mcnamarafinancial.com/radio-show

The American Rescue Plan, Part 2

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about the American Rescue Plan.

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.

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/

The American Rescue Plan, Part 1

This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about the American Rescue Plan.

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.

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.

http://mcnamarafinancial.com/