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Paul McNulty | Boston Metro Advisor

Paul McNulty | Boston Metro Advisor

Financial Advisor in Boston, MA

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Blog

January 22, 2021 By Paul McNulty

Your 2021 Tax-Preparation Checklist

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

Filed Under: Financial tips

January 14, 2021 By Paul McNulty

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

Filed Under: Financial tips

December 21, 2020 By Paul McNulty

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

Filed Under: Financial tips

December 10, 2020 By Paul McNulty

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.

Filed Under: Financial tips

November 19, 2020 By Paul McNulty

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

Filed Under: Financial tips

November 10, 2020 By Paul McNulty

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

Filed Under: Financial tips

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL,HI,MA, NH,NY,TX.

Serving Woburn, MA and the Boston Metro Area.

Paul McNulty, CFP®
(781) 995-0253
paulmcnulty@lpl.com
444 Washington St., Suite 306
Woburn, MA 01801

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