By Paul S. McNulty, CFP® Have you thought about the type of inheritance you’re leaving for your children? Are you leaving them a gift that will
Why You Need A Will
By Paul S. McNulty, CFP® We all know that having a will is of the utmost importance. But if creating one for yourself is still on your to-do
How To Maximize Your Charitable Giving
By Paul S. McNulty, CFP® There are a lot of people who are struggling right now due to COVID-19, none so much as organizations that rely on
How To Prepare For An Unexpected Death
By Paul S. McNulty, CFP® How much time have you spent thinking about your future death? My guess is probably not much. It’s not a topic that we
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
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?