McNamaraOnMoney

Estate Planning with Danielle Van Ess of DGVE Law, Part 1

This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Danielle Van Ess of DGVE Law for a discussion about Estate 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.

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

Reverse Mortgages with David Tourtillott, Part 2

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

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.

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

Reverse Mortgages with David Tourtillott, Part 1

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

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.

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

Social Security Collection Options and Strategies

On this episode, join Alyssa McNamara Reed the her guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security collection options and strategies.

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.

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/

Strategies For Accessing Money In Difficult Times

On this podcast, listen as Alyssa McNamara Reed discusses the best ways to access money during difficult times - how the Coronavirus (COVID-19) pandemic impacts your ability to access your money during times of financial hardship and best ways for you to access needed cash.

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.

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/

Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 2

This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the CARES Act, and how the Coronavirus (COVID-19) pandemic effects the real estate 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.

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.

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/

Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 1

This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the CARES Act, and how the Coronavirus (COVID-19) pandemic effects the real estate 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.

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.

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/

Market Volatility, Part 2

Financial news can be scary. In these turbulent times, you need sound financial advice more than ever before.

This week, join Justin and Mike McNamara for a discussion about what to do in times of market volatility.

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/

Market Volatility, Part 1

Financial news can be scary. In these turbulent times, you need sound financial advice more than ever before.

This week, join Justin and Mike McNamara for a discussion about what to do in times of market volatility.

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/

What to do and what NOT to do in a bear market, Part 1

Nervous about the stock market? Worried about your investments? Coronavirus scare got you down?

This week, join Justin and Mike McNamara for a discussion about what to do, and what NOT do in a bear market.

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.

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/