McNamaraOnMoney

The SECURE Act of 2019 - What does it mean for you?, Part 1

Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about the new SECURE Act of 2019. Topics include:

Retirement and tax legislation - What’s changed?

How will changes impact you as an investor?

What changes can impact in a negative way?

What’s the impact on older Americans?

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.

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/

To read the SECURE act for yourself please see document online at:

https://waysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/SECURE%20Act%20section%20by%20section.pdf

Financial Planning Live! Part 2

What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers?

This week, join Alyssa McNamara Reed and her guest Bridget for a real-time walk-through of a financial planning session.

This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financial planner and look at real data.

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.

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/

Financial Planning Live! Part 1

What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers?

This week, join Alyssa McNamara Reed and her guest Bridget for a real-time walk-through of a financial planning session.

This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financial planner and look at real data.

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.

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 Opioid Crisis, Part 2

Drug addiction isn’t something normally considered part of financial planning, but this week McNamara takes hard look at the devastating impact of opioid addiction with Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher

Listen for a discussion about the Opioid Crisis and how it impacts families, their security, and their future.


You can find Pat Haraden online at: ajg.com/locations/massachusetts/boston-longfellow/ 

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/

The Opioid Crisis, Part 1

Drug addiction isn’t something normally considered part of financial planning, but this week McNamara takes hard look at the devastating impact of opioid addiction with Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher

Listen for a discussion about the Opioid Crisis and how it impacts families, their security, and their future.


You can find Pat Haraden online at: ajg.com/locations/massachusetts/boston-longfellow/ 

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/

Thanks and Giving, Part 2

Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. Topics include:

Inheriting Non-Qualified Assets

Inheriting Qualified Assets

Leaving a Legacy

Asset Protection & Charitable Giving

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.

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/

Thanks and Giving, Part 1

Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. Topics include:

Inheriting Non-Qualified Assets

Inheriting Qualified Assets

Leaving a Legacy

Asset Protection & Charitable Giving

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.

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/

Flood Insurance, Part 2

Join Alyssa McNamara Reed, CFP®, along with her guest Tim Williams of Flaherty Insurance for a discussion about Flood Insurance and how it relates to your financial well-being.

You can find Flaherty Insurance online at http://www.flahertyinsurance.com/

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.

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/

Flood Insurance, Part 1

Join Alyssa McNamara Reed, CFP®, along with her guest Tim Williams of Flaherty Insurance for a discussion about Flood Insurance and how it relates to your financial well-being.

You can find Flaherty Insurance online at http://www.flahertyinsurance.com/

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.

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/

Caregiving, Part 2

Join Alyssa McNamara Reed, CFP®, along with her guests Michael Fortuna, Peg Lee, and Kerry Davis for a discussion about caregiving, in observance of National Caregiver Month.

You can find “Caregiver Defined: Words that honor the work of the caregiver” by authors Michael Fortuna and illustrator Peg Lee on their website at: http://saveriopress.com or on Amazon:

https://www.amazon.com/Caregiver-Defined-Words-honor-caregiver/dp/0998837601/ref=sr_1_1?keywords=caregiver+defined&qid=1573497725&sr=8-1

Kerry Davis has been a Registered Nurse since 1989. She is proficient in caring for patients in a variety of settings; assuring issues are identified and well managed, while bridging communication between providers of care.  You can find her website at: https://www.gracelifecare.com

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.

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/