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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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Blog

September 11, 2026 By Paul McNulty

How To Avoid Capital Gains Tax

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 our portfolio or home value.

Filed Under: Investment Management Tagged With: Investing & Market Risk, Tax 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

4 Reasons Everyone Should Work With A Financial Advisor

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 scissors? Not likely. Or is it

Filed Under: Financial Planning Tagged With: Common Mistakes, Financial Advisor Value

September 11, 2026 By Paul McNulty

How Could Social Security Affect Your Financial Plan?

Have you wondered how you can optimize your Social Security benefits so they enhance your financial plan? Do you worry that you don’t know enough

Filed Under: Social Security Tagged With: Financial Advisor Value, Social Security Claiming Strategy

September 11, 2026 By Paul McNulty

What Should I Do With An Inheritance?

You just received an inheritance and you’re experiencing a range of emotions—grief, shock, gratitude, and confusion—just to name a few! And the

Filed Under: Financial Planning Tagged With: Budgeting & Spending, Estate & Legacy Planning

September 11, 2026 By Paul McNulty

How Much Do I Need to Retire?

One of the most common retirement questions people ask is, “Do I have enough money to retire?” What many people don’t realize is that there’s a better

Filed Under: Retirement Planning Tagged With: Retirement Income & Withdrawals, Retirement Savings Strategies

September 11, 2026 By Paul McNulty

7 Rules Of Investing

Is investing an art or a science? If you want to succeed in investing, does it take a set formula or skill and talent? Either way, investing can seem

Filed Under: Investment Management Tagged With: Common Mistakes, Investing & Market Risk

September 11, 2026 By Paul McNulty

5 Ways To Prepare For A More Affordable Retirement

What does your ideal retirement look like? Traveling? Volunteering? Spending time with family? Taking up a new hobby? The possibilities are really

Filed Under: Retirement Planning Tagged With: Budgeting & Spending, Retirement Savings Strategies

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

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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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