By Paul S. McNulty, CFP® Though you may have retirement accounts like a 401(k), IRA, or even a pension, Social Security benefits are likely still a
How Could Social Security Affect Your Financial Plan?
By Paul S. McNulty, CFP® Have you wondered how you can optimize your Social Security benefits so they enhance your financial plan? Do you
What Should I Do With An Inheritance?
By Paul S. McNulty, CFP® You just received an inheritance and you’re experiencing a range of emotions—grief, shock, gratitude, and
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
7 Rules Of Investing
By Paul S. McNulty, CFP® Is investing an art or a science? If you want to succeed in investing, does it take a set formula or skill and
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
Why You Need A Will
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