By Paul S. McNulty, CFP® Whether you’re new to investing or a seasoned pro, portfolio optimization is crucial to accomplish your investing goals.
How To Avoid Capital Gains Tax
By Paul S. McNulty, CFP® 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
7 Rules Of Investing
By Paul S. McNulty, CFP® Is investing an art or a science? If you want to succeed in investing, does it take a set formula or skill and
How Much Risk Is In Your 401(k)?
By Paul S. McNulty, CFP® 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
5 Common Investment Mistakes
As you enter the home stretch of your career before retirement, perhaps in your 50s or early 60s, it’s normal to feel a bit of anxiety. You might
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