McNamaraOnMoney

FAQ’s, Part 2 This week join Alyssa McNamara Reed along with Justin Reed they answer the most commonly-asked questions they receive from clients. 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. Justin McNamara, CFP® is a Certified...

FAQ’s, Part 1 This week join Alyssa McNamara Reed along with Justin Reed they answer the most commonly-asked questions they receive from clients. 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. Justin McNamara, CFP® is a Certified...

How Much College Can Your Child Afford? - Part 2 Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on the financial aspects of planning for your child’s college education. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersect...

How Much College Can Your Child Afford? Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on the financial aspects of planning for your child’s college education. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of ta...

Portfolio Assessment and Retirement Planning with a Volunteer, Part 2 When should you take a look at your investment portfolio and re-assess your retirement plan? This week, join Justin McNamara, CFP®, and Michael J. McNamara, Ph. D., CFP®, for a real-time session with a volunteer as they look at his investment portfolio and his retirement plan. Justin McNamara, CFP® is a Certified Financial Plann...

Portfolio Assessment and Retirement Planning with a Volunteer, Part 1 When should you take a look at your investment portfolio and re-assess your retirement plan? This week, join Justin McNamara, CFP®, and Michael J. McNamara, Ph. D., CFP®, for a real-time session with a volunteer as they look at his investment portfolio and his retirement plan. Justin McNamara, CFP® is a Certified Financial Plann...

Thinking Outside the Box: Your Home Equity and Reverse Mortgages with David Tourtillott, Part 2 This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa...

Thinking Outside the Box: Your Home Equity and Reverse Mortgages with David Tourtillott, Part 1 This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa...

Checking Your Planning Assumptions, Part 1 This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a discussion about how the assumptions you make affect your outcome, and why financial advisors tend to be conservative in their estimates. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small busin...

Checking Your Planning Assumptions, Part 2 This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a discussion about how the assumptions you make affect your outcome, and why financial advisors tend to be conservative in their estimates. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small busin...

Why You Need a Roth Now More Than Ever, Part 2 This week join Alyssa McNamara Reed, her husband, and her business partner Kirk Reed, for a discussion about Roth IRAs, and why you need a Roth now more than ever. 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,...

Why You Need a Roth Now More Than Ever, Part 1 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about Roth IRAs, and why you need a Roth now more than ever. 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, d...

Planning Through the Ages, Part 2 This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life. 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. Michael J. Mc...

Planning Through the Ages, Part 1 This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life. 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. Michael J. Mc...

How to Own, Protect, and Bequest your Largest Asset - Your Home, Part 2 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, and their guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the in...

How to Own, Protect, and Bequest your Largest Asset - Your Home, Part 1 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, and their guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the in...

Planning Through the Ages, Part 2 This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life. 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. Michael J. Mc...

Planning Through the Ages, Part 1 This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life. 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. Michael J. Mc...

Social Security with SS expert Kurt Czarnowski, Part 2 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed and their guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of esta...

Social Security with SS expert Kurt Czarnowski, Part 1 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed and their guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of est...

Understanding Your 401(k), Part 2 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed for an in-depth look at how to understand your 401(k). 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. Ree...

Understanding Your 401(k), Part 1 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed for an in-depth look at how to understand your 401(k). 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. Ree...

The American Rescue Plan, Part 2 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about the American Rescue 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...

The American Rescue Plan, Part 1 This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about the American Rescue 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...

Tax-Related Investment Decisions, Part 2 This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a discussion about how your investments may impact your taxes. 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-reti...