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Paul McNulty, CFP® | Boston Metro Advisor

Paul McNulty, CFP® | Boston Metro Advisor

Financial Advisor in Boston, MA

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Estate Planning

September 11, 2026 By Paul McNulty

What Type Of Inheritance Are You Giving To Your Children?

Have you thought about the type of inheritance you’re leaving for your children? Are you leaving them a gift that will ensure their security for years

Filed Under: Estate Planning Tagged With: Couples & Family Finances, Estate & Legacy Planning

September 11, 2026 By Paul McNulty

Why You Need A Will

We all know that having a will is of the utmost importance. But if creating one for yourself is still on your to-do list, it’s time to stop

Filed Under: Estate Planning Tagged With: Couples & Family Finances, Estate & Legacy Planning

September 11, 2026 By Paul McNulty

How To Prepare For An Unexpected Death

How much time have you spent thinking about your future death? My guess is probably not much. It’s not a topic that we like to dwell on, but doing a

Filed Under: Estate Planning Tagged With: Couples & Family Finances, Estate & Legacy Planning

September 11, 2026 By Paul McNulty

Is Your Family Fully Protected?

We often say that estate planning is an important part of financial planning overall. Not only should you be concerned with saving money for your own

Filed Under: Estate Planning Tagged With: Couples & Family Finances, Estate & Legacy Planning

Why is Estate Planning So Important?

September 11, 2026 By Paul McNulty

Why is Estate Planning So Important?

Each year, the IRS performs audits on tax returns, and discovers that many of us are making costly mistakes. But who do they target for these audits?

Filed Under: Estate Planning Tagged With: Estate & Legacy Planning, Tax Planning

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL,HI,MA, NH,NY,TX.

Serving Woburn, MA, Arlington, and the Boston Metro Area.

Paul McNulty, CFP®
(781) 995-0253
[email protected]
444 Washington St., Suite 306
Woburn, MA 01801

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