By Paul S. McNulty, CFP® The average couple will need $295,000 for medical bills in retirement. (1) And that doesn’t include long-term
Your 2021 Tax-Preparation Checklist
By Paul S. McNulty, CFP® With 2020 finally behind us, it would be nice to take a moment to breathe a small sigh of relief. Instead, like it
Worried About Your Financial Plan? Schedule A Q&A Call Today
By Paul S. McNulty, CFP® Although 2020 is finally behind us, the coronavirus pandemic and its far-reaching implications still disrupts daily
Who We Serve And What We Do Best
By Paul S. McNulty, CFP® Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in
What Is Portfolio Optimization?
By Paul S. McNulty, CFP® Whether you’re new to investing or a seasoned pro, portfolio optimization is crucial to accomplish your investing goals.
How To Avoid Capital Gains Tax
By Paul S. McNulty, CFP® As we watch the market go up and down and then up again, we rarely think about the taxes we might pay with the rise of
Happy Thanksgiving! A Time To Be Thankful
By Paul S. McNulty, CFP® While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of gratitude
What Type Of Inheritance Are You Giving To Your Children?
By Paul S. McNulty, CFP® Have you thought about the type of inheritance you’re leaving for your children? Are you leaving them a gift that will
4 Reasons Everyone Should Work With A Financial Advisor
By Paul S. McNulty, CFP® Do you cut your own hair? If you’re like most people, you don’t. Why not? Is it because you can’t hold a pair of