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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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401(k) & Employer Plans

Does Your Retirement Still Make You Happy?

September 11, 2026 By Paul McNulty

Don’t Leave This Money on the Table

Each year, billions of dollars in free retirement funds go unclaimed. That sounds shocking, but the cause is really quite simple: Many of us aren’t

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Retirement Savings Strategies

Why is Estate Planning So Important?

September 11, 2026 By Paul McNulty

Rolling Over Your 401k

Years ago, you chose to contribute regularly and faithfully to your company's 401k plan. This was a wise choice, since early and consistent financial

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Working In Retirement

September 11, 2026 By Paul McNulty

Lump Sums Versus Lifetime Payments

Retirement planning involves a series of important decisions. For those of you whose company offers a pension plan, you face a choice that can greatly

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Retirement Income & Withdrawals

Make a Strategic Plan for Retirement Account Withdrawals

September 11, 2026 By Paul McNulty

Make a Strategic Plan for Retirement Account Withdrawals

During our working years, we tend to focus on setting a savings goal for retirement, and then working steadily toward that goal. When you reach

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Retirement Income & Withdrawals

Three Things to Do Before the End of the Year

September 11, 2026 By Paul McNulty

Three Things to Do Before the End of the Year

It seems like just yesterday that little ghosts and goblins were knocking on your door, asking for candy. Now we’re eyeing Thanksgiving dinner and

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, IRAs & Roth IRAs, Retirement Savings Strategies

4 Reasons to Max Out Your Retirement Savings

September 11, 2026 By Paul McNulty

4 Ways to Max Out Your Retirement Savings

We always say to plan early for retirement, and to begin saving in the early years of your career. But in reality, many of you didn’t do that, and

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Retirement Savings Strategies

Don't Make This Common Mistake With Your 401k

September 11, 2026 By Paul McNulty

Don’t Make This Common Mistake With Your 401k

You work hard to provide a nice life for your family, while also saving for your own future. But when it's time for the kids to go off to college, you

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Common Mistakes

4 Reasons to Max Out Your Retirement Savings

September 11, 2026 By Paul McNulty

4 Reasons to Max Out Your Retirement Savings

You may have set your retirement savings goal years ago,but have you taken a second look at that number lately? Even if you're on track to meet that

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, Retirement Savings Strategies

September 11, 2026 By Paul McNulty

Save All You Can This Year

As a new year begins, it’s time for those resolutions! Many people make at least one resolution concerning their financial lives. If you’re in your

Filed Under: Retirement Planning Tagged With: 401(k) & Employer Plans, IRAs & Roth IRAs, Retirement Savings Strategies

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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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