By Paul S. McNulty, CFP® We all know that having a will is of the utmost importance. But if creating one for yourself is still on your to-do
How To Maximize Your Charitable Giving
By Paul S. McNulty, CFP® There are a lot of people who are struggling right now due to COVID-19, none so much as organizations that rely on
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
Don’t Outlive Your Money: 3 Retirement Budget Tips
By Paul S. McNulty, CFP® Are your dreams of retirement clouded with worry that your money won’t last as long as you do? If so, you’re not alone.
Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually
By Paul S. McNulty, CFP® Our lives have changed drastically in just a few short weeks. Sometimes all this change and uncertainty, coupled
Your 2020 Social Security Guide
By Paul S. McNulty, CFP® The number of Americans retiring has nearly doubled in the past 20 years with 10,000 people a day reaching age 65.