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
Your 2021 Social Security Planning Guide
By Paul S. McNulty, CFP® We’ve been hearing for many years about the impending “gray tsunami”—the wave of baby boomers who will retire—and
What To Do If You Get Laid Off
By Paul S. McNulty, CFP® Prior to COVID-19’s grand entrance, unemployment rates were hovering near 50-year lows and jobs were available in
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
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
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