McNamaraOnMoney

Common Sense Survival in Today’s World, Part 1

This week, join Justin and Mike McNamara for a discussion about what strategies you should use to survive financially in today’s world.

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.

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/

Being a Landlord in Massachusetts, Part 2

This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts.

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.

Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.

Benjamin X. Cote, Esq., of Stiles Law (http://stiles-law.com) is a graduate of Union College and Northeastern University School of Law. He joined Stiles Law in August of 2013. Benjamin is admitted to practice in Massachusetts. His practice focuses on estate planning, representation of fiduciaries and beneficiaries of estates and trusts, all facets of commercial real estate, and all facets of residential real estate. He is a member of the Massachusetts Bar Association and also has a background in criminal defense.

You can reach Ben Cote at 781-319-1900 ext. 13 or by email at [email protected]

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/

Being a Landlord in Massachusetts, Part 1

This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts.

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.

Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.

Benjamin X. Cote, Esq., of Stiles Law (http://stiles-law.com) is a graduate of Union College and Northeastern University School of Law. He joined Stiles Law in August of 2013. Benjamin is admitted to practice in Massachusetts. His practice focuses on estate planning, representation of fiduciaries and beneficiaries of estates and trusts, all facets of commercial real estate, and all facets of residential real estate. He is a member of the Massachusetts Bar Association and also has a background in criminal defense.

You can reach Ben Cote at 781-319-1900 ext. 13 or by email at [email protected]

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/

Saving for College Education, Part 2

Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students.

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/

Saving for College Education, Part 1

Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students.

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/

College Planning and Financial Aid with Guests from Vested Academics, Part 2

Trying to navigate the complex maze of financial planning and financial aid for your college student?

This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance.

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.

Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help you plan all aspects of your student’s academic career, including PR & Marketing/Academic Coaching/College Planning/Early College Planning/Financial Aid

Visit Vested Academics online at:

https://vestedacademics.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/

College Planning and Financial Aid with Guests from Vested Academics, Part 1

Trying to navigate the complex maze of financial planning and financial aid for your college student?

This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance.

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.

Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help you plan all aspects of your student’s academic career, including PR & Marketing/Academic Coaching/College Planning/Early College Planning/Financial Aid

Visit Vested Academics online at:

https://vestedacademics.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/

Don’t Waste Your Time Timing the Markets, Part 2

This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets.

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/

Don’t Waste Your Time Timing the Markets, Part 1

This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets.

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/

FAQ’s For a Financial Advisor, Part 2

This week join Alyssa McNamara Reed the her husband Kirk Reed as they answer the most commonly-asked questions for Financial Advisors.

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/