McNamaraOnMoney

Back to School: Financing College Costs, Part 2

This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about your finances and how they related to college, and how to handle the rising cost of college.

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/

Be sure to check out the new McNamara on Money website at:

https://mcnamaraonmoney.com

Back to School: Financing College Costs, Part 1

This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about your finances and how they related to college, and how to handle the rising cost of college.

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/

Be sure to check out the new McNamara on Money website at:

https://mcnamaraonmoney.com

The Ever Evolving Retirement Plan, Part 2

This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about the ever evolving retirement plan.

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/

Be sure to check out the new McNamara on Money website at:

https://mcnamaraonmoney.com

The Ever Evolving Retirement Plan, Part 1

This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about the ever evolving retirement plan.

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/

Be sure to check out the new McNamara on Money website at:

https://mcnamaraonmoney.com

Mortgages, Forward And Reverse, Part 2

This week, join Mike McNamara, Ph.D., CFP®, founder of McNamara Financial and his guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Forward and Reverse Mortgages.

Mike McNamara, Ph.D., CFP®, is the founder, financial planner, and gray haired presence at McNamara Financial. Mike is semi-retired, and works with legacy clients and select others.

David 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 new McNamara on Money website at:

https://mcnamaraonmoney.com

Mortgages, Forward and Reverse, Part 1

This week, join Mike McNamara, Ph.D., CFP®, founder of McNamara Financial and his guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Forward and Reverse Mortgages.

Mike McNamara, Ph.D., CFP®, is the founder, financial planner, and gray haired presence at McNamara Financial. Mike is semi-retired, and works with legacy clients and select others.

David 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 new McNamara on Money website at:

https://mcnamaraonmoney.com

Tech Talk, Part 2:

This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology.

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 new McNamara on Money website at:

https://mcnamaraonmoney.com

McNamara on Money: Educating the investors of the Merrimack Valley and the South Shore.

Tech Talk, Part 1:

This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology.

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 new McNamara on Money website at:

https://mcnamaraonmoney.com

McNamara on Money: Educating the investors of the Merrimack Valley and the South Shore

Retirement Checklist (continued)

This week, join Michael J. McNamara, Ph.D., CFP® with his guest Marc L. Collier, CFP®, ChFC, for a continuation of an earlier discussion about making a retirement checklist.

Mike McNamara, Ph.D., CFP® is the founder of McNamara Financial Services, a Certified Financial Planner, and the semi-retired, gray haired presence at McNamara Financial.

Marc Collier, CFP®, ChFC is a Certified Financial Planner professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years. Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. He has taught courses on various financial planning topics and has been featured in articles in the Boston Globe, the Boston Herald, the Wall Street Journal, Morningstar Investor magazine and several other financial services publications. Marc currently holds Series 7 and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network. You can find Marc online at https://www.axialco.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/

Retirement Checklist (continued)

This week, join Michael J. McNamara, Ph.D., CFP® with his guest Marc L. Collier, CFP®, ChFC, for a continuation of an earlier discussion about making a retirement checklist.

Mike McNamara, Ph.D., CFP® is the founder of McNamara Financial Services, a Certified Financial Planner, and the semi-retired, gray haired presence at McNamara Financial.

Marc Collier, CFP®, ChFC is a Certified Financial Planner professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years. Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. He has taught courses on various financial planning topics and has been featured in articles in the Boston Globe, the Boston Herald, the Wall Street Journal, Morningstar Investor magazine and several other financial services publications. Marc currently holds Series 7 and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network. You can find Marc online at https://www.axialco.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/