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.

http://mcnamarafinancial.com/

Getting Ready for the Spring Market, with Sharon McNamara, Part 2

This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guests guest Sharon McNamara and Mary Baker of Boston Connect Real Estate for a discussion about what you need to do to get ready for the Spring Market.

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.

Mary C. Baker is an experienced Real Estate Sales & Marketing Advisor at Boston Connect Real Estate servicing the Greater Boston area to the South Shore and beyond. Mary got her first taste of the Real Estate industry 10 years ago, being exposed to the fast paced work environment as an assistant to a Top Producing agent in Arlington, MA. In 2012 she got her Real Estate license and joined the Boston Connect Real Estate family as a full-time agent. She quickly found her place on a Team along side Sharon McNamara, the Broker|Owner, of Boston Connect Real Estate. Since being on the team she has gained an immense amount of knowledge about negotiating, marketing skills and tactics, which she applies in her position on the Team as the Buyer’s Specialist.

Mary’s primary focus for the team is using her passion for educating buyers on market trends and the home buying process to give the teams clients a competitive edge to secure their clients a new home!

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/

Getting Ready for the Spring Market, with Sharon McNamara, Part 1

This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guests guest Sharon McNamara and Mary Baker of Boston Connect Real Estate for a discussion about what you need to do to get ready for the Spring Market.

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.

Mary C. Baker is an experienced Real Estate Sales & Marketing Advisor at Boston Connect Real Estate servicing the Greater Boston area to the South Shore and beyond. Mary got her first taste of the Real Estate industry 10 years ago, being exposed to the fast paced work environment as an assistant to a Top Producing agent in Arlington, MA. In 2012 she got her Real Estate license and joined the Boston Connect Real Estate family as a full-time agent. She quickly found her place on a Team along side Sharon McNamara, the Broker|Owner, of Boston Connect Real Estate. Since being on the team she has gained an immense amount of knowledge about negotiating, marketing skills and tactics, which she applies in her position on the Team as the Buyer’s Specialist.

Mary’s primary focus for the team is using her passion for educating buyers on market trends and the home buying process to give the teams clients a competitive edge to secure their clients a new home!

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/

Get Ready for Tax Time! - Part 2

It’s that time of year - time to get ready to file your tax returns! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a lively discussion about what you need to do to get ready to file 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/

Get Ready for Tax Time! - Part 1

It’s that time of year - time to get ready to file your tax returns! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a lively discussion about what you need to do to get ready to file 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/

The Ins and Outs of Settling an Estate, Part 2

This week, join Alyssa McNamara Reed and her guest Danielle Van Ess of DGVE Law for a discussion about the ins and outs of setting an estate when someone passes.

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.

Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a wife and the mother of four daughters (currently spanning in age from Kindergarten to high school) Danielle is deeply empathetic regarding the time constraints and pressing legal needs of families like her own, doing her best to make the process of obtaining legal assistance as painless as possible. She strives to create an empowering and fulfilling experience for all her clients. Danielle enjoys the counseling that is so much a part of her law practice and wants her clients to feel comfortable contacting her with whatever questions or concerns they have, without fear of incurring additional charges.

You can find DGVE Law online at: https://dgvelaw.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

The Ins and Outs of Settling an Estate. Part 1

This week, join Alyssa McNamara Reed and her guest Danielle Van Ess of DGVE Law for a discussion about the ins and outs of setting an estate when someone passes.

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.

Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a wife and the mother of four daughters (currently spanning in age from Kindergarten to high school) Danielle is deeply empathetic regarding the time constraints and pressing legal needs of families like her own, doing her best to make the process of obtaining legal assistance as painless as possible. She strives to create an empowering and fulfilling experience for all her clients. Danielle enjoys the counseling that is so much a part of her law practice and wants her clients to feel comfortable contacting her with whatever questions or concerns they have, without fear of incurring additional charges.

You can find DGVE Law online at: https://dgvelaw.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

Your Investments - Get Brave or Earn Low Return, Part 4

Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future.

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/

Your Investments - Get Brave or Earn Low Return, Part 3

Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future.

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/

How to read your Homeowners and Umbrella Policies, Part 2

This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Tim Williams, Business Development Manager at Flaherty Insurance for a discussion about how to read (and understand) your homeowners and umbrella policies.

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.

Since 1956 Flaherty Insurance has combined superior personal service with quality insurance products. By doing so we provide our clients with an exceptional insurance experience. We offer several companies to quote your insurance so we can meet your individual needs. We will also be your independent advocate in the event of a claim. This will assure you a fast and fair claim settlement. The on-line carriers may have entertaining commercials. However, they only sell one product, and their claim representatives work for their company. They simply cannot offer you what we can.

You can find Flaherty Insurance online at:

https://www.flahertyinsurance.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/