McNamaraOnMoney

How to read your Homeowners and Umbrella Policies, Part 1

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/

Rebuilding Finances after Hardship, Part 2

Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about rebuilding your finances after suffering hardship.

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.

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/

Rebuilding Finances after Hardship, Part 1

Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about rebuilding your finances after suffering hardship.

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.

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/

Your Investments - Get Brave or Earn Low Return, Part 2

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 1

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/

Tax and Financial Issues for the Self-Employed, Part 2

Are you self-employed, or thinking of working for yourself? If so, this show is for you!

This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Michael S. McDonough, CPA, MST of Nielsen, McDonough & Company, LLC for a discussion about tax and financial issues for the self-employed.

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.

Michael S. McDonough, CPA, MST has worked in the finance and accounting fields for over twenty years, gaining broad financial experience, working in large regional accounting firms as well as private industry.  His experience includes working with small and medium size companies, providing accounting and business advisory services, as well as tax planning and preparation.  He also has knowledge and experience working with Not for Profit entities from the application phase to federal and state tax filings.  Mike has worked with business clients in the startup phase, implementing business plans and accounting systems, as well as during transition periods such as sales or succession.  Mike has extensive experience working with the IRS and MA DOR on filing past tax returns, collection notices, and payment plans. 

You can find Mike online at:

https://www.nmcadvisors.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 and Financial Issues for the Self-Employed, Part 1

Are you self-employed or thinking of working for yourself? If so, this show is for you!

This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Michael S. McDonough, CPA, MST of Nielsen, McDonough & Company, LLC for a discussion about tax and financial issues for the self-employed.

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.

Michael S. McDonough, CPA, MST has worked in the finance and accounting fields for over twenty years, gaining broad financial experience, working in large regional accounting firms as well as private industry.  His experience includes working with small and medium size companies, providing accounting and business advisory services, as well as tax planning and preparation.  He also has knowledge and experience working with Not for Profit entities from the application phase to federal and state tax filings.  Mike has worked with business clients in the startup phase, implementing business plans and accounting systems, as well as during transition periods such as sales or succession.  Mike has extensive experience working with the IRS and MA DOR on filing past tax returns, collection notices, and payment plans. 

You can find Mike online at:

https://www.nmcadvisors.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/

2020 Year in Review with Justin McNamara and Kirk Reed, Part 2

2020 was a bumpy ride! This week join Justin McNamara and Kirk Reed for a discussion about the biggest and most important financial events of 2020.

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.

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.

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/

2020 Year in Review with Justin McNamara and Kirk Reed, Part 1

2020 was a bumpy ride! This week join Justin McNamara and Kirk Reed for a discussion about the biggest and most important financial events of 2020.

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.

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.

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/

The Evil Brilliance of Annuities, Part 2

What’s an annuity? How do annuities work?

This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about what an annuity is and how it might, or might not, fit into your financial planning.

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/