By Paul S. McNulty, CFP® With 2020 finally behind us, it would be nice to take a moment to breathe a small sigh of relief. Instead, like it
Worried About Your Financial Plan? Schedule A Q&A Call Today
By Paul S. McNulty, CFP® Although 2020 is finally behind us, the coronavirus pandemic and its far-reaching implications still disrupts daily
Who We Serve And What We Do Best
By Paul S. McNulty, CFP® Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in
What Is Portfolio Optimization?
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
Happy Thanksgiving! A Time To Be Thankful
By Paul S. McNulty, CFP® While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of gratitude