By Paul S. McNulty, CFP® Whether you’re new to investing or a seasoned pro, portfolio optimization is crucial to accomplish your investing goals.
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
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
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
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
What are your largest annual expenses? Most people will answer this question by listing their mortgage payment, their automobile expenses... and