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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 Maximize Your Charitable Giving

Many charitable organizations rely heavily on generous donations from their supporters to keep their doors open and continue carrying out their

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

September 11, 2026 By Paul McNulty

The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement

Retirement planning comes with plenty to think about, and it's natural to hope for a “stress-free” existence once you get there. Those

Filed Under: Retirement Planning Tagged With: Common Mistakes, Retirement Income & Withdrawals

September 11, 2026 By Paul McNulty

Don’t Outlive Your Money: 3 Retirement Budget Tips

Are your dreams of retirement clouded with worry that your money won’t last as long as you do? If so, you’re not alone. Almost half of all Americans

Filed Under: Retirement Planning Tagged With: Budgeting & Spending, Retirement Income & Withdrawals

September 11, 2026 By Paul McNulty

How To Pursue A Regret-Free Retirement

It’s one thing to regret staying up too late or choosing a restaurant with less-than-stellar reviews. But retirement regrets are a whole other ball

Filed Under: Retirement Planning Tagged With: Retirement Lifestyle & Purpose, Retirement Savings Strategies

September 11, 2026 By Paul McNulty

How To Protect Yourself From Cyber Attacks

Every other day we hear about online security breaches experienced by major companies, from Yahoo to Equifax to Capital One, and even the IRS. Because

Filed Under: Financial Planning Tagged With: Budgeting & Spending, Fraud & Security

September 11, 2026 By Paul McNulty

Important Things To Know About Long-Term Care Planning

Do you really need long-term care insurance? It’s a question that’s crossed all our minds at some point. For some, the thought of sky-high bills and

Filed Under: Insurance & Annuities Tagged With: Healthcare & Medicare, Long-Term Care

September 11, 2026 By Paul McNulty

What To Do When You Turn 73

Of all the big milestones we reach in life, turning 73 might not be one we usually think about. However, when it comes to financial planning, reaching

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Retirement Age & Timing

September 11, 2026 By Paul McNulty

Financial Steps To Take Before The New Year

A new year is almost upon us, and it’s all too easy to mentally jump ahead to 2020 and start making plans for the coming months. But how you finish

Filed Under: Financial Planning Tagged With: 401(k) & Employer Plans, Estate & Legacy Planning, IRAs & Roth IRAs

September 11, 2026 By Paul McNulty

How Much Risk Is In Your 401(k)?

I would bet that many of us claim to live fairly risk-free lives. After all, we don’t race cars, skydive, or run with the bulls. However, whether we

Filed Under: Investment Management Tagged With: 401(k) & Employer Plans, Investing & Market Risk

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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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