This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life.

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/

Transitions in Life - Part 2 of 2

On this episode, hosted by Mike McNamara, we focus on personal finance and wealth management. Mike McNamara underscores the importance of living within one's means, which he defines as spending less than one earns and consistently saving at least 10% of income for retirement. He supports this advice with concerning statistics about Americans' financial preparedness, particularly for retirement, highlighting how many individuals rely heavily on Social Security. The program also features listener calls, with one caller seeking advice on tax implications for inherited retirement and bank accounts and the use of a family trust for estate planning, further illustrating practical financial considerations.

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/

Living Within Your Means

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.

Living Within Your Means

McNamara Financial

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