Mcnamaraonmoney

This week join Mike McNamara, Ph.D., CFP® for a discussion about what to do in bad financial markets. 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/

Join Justin McNamara, CFP® and his guest Guy Ziriak of Northeast Brokerage for a discussion about Hybrid Life Insurance. 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. You can find Northeast Brokerage online at: https://nb-bga.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/

Join Alyssa McNamara Reed, CFP®, for interviews with DECA students and with Gwen Morgan, author of the "What if...Workbook." 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/

This week, join Mike McNamara, Ph.D., CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare. 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/

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP®, for a discussion about yield and income and how they relate to your investment strategy. 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. 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/

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about making sense of big numbers. 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. Justin McNamara, CFP® is a Certified Financial Planner with a 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/

This week, join Mike McNamara, ,Ph.D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CRMP® (Certified Reverse Mortgage Professional) nationwide. David has been educating retirees on all aspects of Reverse Mortgages since 2005. David specializes exclusively in reverse mortgage finance. 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 sits on the Money Management Advisory Board at South Shore Elder Services. David is a proud member of the National Association of Senior Advocates. You can find D

This week, join Mike McNamara, ,Ph.D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CRMP® (Certified Reverse Mortgage Professional) nationwide. David has been educating retirees on all aspects of Reverse Mortgages since 2005. David specializes exclusively in reverse mortgage finance. 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 sits on the Money Management Advisory Board at South Shore Elder Services. David is a proud member of the National Association of Senior Advocates. You can find D

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your financial plan. 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. 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/

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your financial plan. 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. 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/

This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you age. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Lara Shea has enjoyed working in senior living since high school.  In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server.  Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH.  She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from

This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you age. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Lara Shea has enjoyed working in senior living since high school.  In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server.  Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH.  She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from

This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR and Employee Benefits. 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/

This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR and Employee Benefits. 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/

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you. 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. 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. 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/

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you. 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. 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. 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/

This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning. Alyssa McNamara Reed, CFP®, is a financial planner with a 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 financial planning firm with 30+ years of experience.. COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning. Alyssa McNamara Reed, CFP®, is a financial planner with a 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 financial planning firm with 30+ years of experience.. COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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. 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/

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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. 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/