• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Call Us: (781) 995-0253
  • LinkedIn
  • Facebook
Paul McNulty, CFP® | Boston Metro Advisor

Paul McNulty, CFP® | Boston Metro Advisor

Financial Advisor in Boston, MA

  • Home
  • Services
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Retirement Income Planning
    • Estate Planning
    • Social Security Planning
    • Insurance and Annuities
  • About
    • Social Security Advisor
  • Blog
  • Meeting Prep
  • Client Login
Contact Us

Tax 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

September 11, 2026 By Paul McNulty

Five Income Tax Mistakes to Avoid

Income tax season is in full swing, and no doubt you’re ready to get the arduous task behind you. But don’t get in too much of a hurry. Some mistakes

Filed Under: Tax Planning Tagged With: Common Mistakes, Tax Planning

September 11, 2026 By Paul McNulty

Consider Taxes Before You Retire

You already know that your income might change considerably when you retire. But have you also thought about your future tax bills? Because your

Filed Under: Retirement Planning Tagged With: Retirement Age & Timing, Tax Planning

September 11, 2026 By Paul McNulty

A Roth IRA Offers Unique Retirement Planning Benefits

For most people who fall into one of the top income tax brackets, odds are good that you will stay there after you retire. Some of these retirees even

Filed Under: Retirement Planning Tagged With: IRAs & Roth IRAs, Tax Planning

Social Security Planning

September 11, 2026 By Paul McNulty

7 Must-Know Facts About Social Security

As you work toward your retirement planning goals, you are aware that Social Security will become an important part of your financial life in the near

Filed Under: Social Security Tagged With: Social Security Basics, Tax Planning

September 11, 2026 By Paul McNulty

3 Ways Your Investments Can Reduce Your Tax Burden

What are your largest annual expenses? Most people will answer this question by listing their mortgage payment, their automobile expenses... and

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

  • « Go to Previous Page
  • Page 1
  • Page 2

Footer

Follow Us

  • LinkedIn
  • Facebook
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

Copyright © 2026 Boston Metro Advisor. All rights reserved. Powered by Top Ranked Advisor