By Paul S. McNulty, CFP® With many kinds of retirement plans, it can be hard to tell the differences between them at first glance. Two of the
What Should You Do When You Turn 65?
By Paul S. McNulty, CFP® Every decade has its milestones, but the ones you face in your 60s have more financial consequences and require more
Do You Have Multiple Retirement Plans? How To Consolidate And Maximize Returns
By Paul S. McNulty, CFP® Planning for retirement is one of your top priorities—which is why you’ve been diligently saving into your
How Could The New Administration Affect Your Retirement?
By Paul S. McNulty, CFP® Each new presidential administration comes in with grand plans to change policies, better the nation, and ultimately do
Should You Do A 401(k) Rollover?
By Paul S. McNulty, CFP® Year after year you’ve been diligently putting money into your trusty 401(k)—one of the best retirement savings vehicles
What To Know About Medicare In 2021
By Paul S. McNulty, CFP® The average couple will need $295,000 for medical bills in retirement. (1) And that doesn’t include long-term
How Much Do I Need to Retire?
By Paul S. McNulty, CFP® One of the most common retirement questions people ask is, “Do I have enough money to retire?” What many people
5 Ways To Prepare For A More Affordable Retirement
By Paul S. McNulty, CFP® What does your ideal retirement look like? Traveling? Volunteering? Spending time with family? Taking up a new
The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement
By Paul S. McNulty, CFP® With the chaos that a global pandemic brought into our world, we know you’re likely concerned about how it will