『McNamaraOnMoney』のカバーアート

McNamaraOnMoney

McNamaraOnMoney

著者： McNamara Financial
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概要
 McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.All rights reserved 経済学
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  • College Planning Made Simple: Financial Aid, FAFSA, and Smart Saving Strategies

    College Planning Made Simple: Financial Aid, FAFSA, and Smart Saving Strategies
    2026/11/11
    Paying for college can be complicated, but understanding your options can make all the difference. On this episode of McNamara on Money, host Justin McNamara welcomes Julie Shields-Rutina of the Massachusetts Educational Financing Authority (MEFA) to discuss college savings, admissions, and financial aid. They explain how the college application and financial aid processes work together, what families need to know about the simplified FAFSA, and how the Student Aid Index (SAI) affects financial aid eligibility. They also explore the differences between the FAFSA and CSS Profile and how colleges evaluate a family's financial circumstances. From grants and scholarships to work-study programs, federal student loans, and 529 college savings plans, Justin and Julie break down the options available to help families manage the rising cost of higher education. They also discuss tuition-free community college programs, outside scholarships, and private education loans. Whether you're preparing to send a child to college or planning years in advance, this episode offers practical guidance to help you make informed decisions and avoid unnecessary financial stress. McNamara Financial is a family-owned, independent, fee-only financial planning and investment management firm. For over 30 years, we’ve helped individuals and families on the South Shore and beyond navigate their financial futures with clarity, confidence, and care. 💼 Come see what it’s like to work with a fiduciary. http://mcnamarafinancial.com 📅 Want to speak with the team at McNamara Financial? Schedule a consultation today: 👉 https://mcnamarafinancial.com/contact
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    48 分
  • Planning Retirement Income Through Market Ups and Downs

    Planning Retirement Income Through Market Ups and Downs
    2026/10/26
    How do you turn retirement savings into dependable income when markets are unpredictable? In this episode of McNamara on Money, Alyssa and Mike McNamara discuss managing withdrawals, planning for taxes, and making your money last. They explain how cash reserves and disciplined rebalancing can help reduce the need to sell investments during a downturn. They also cover required minimum distributions (RMDs), choosing which accounts to draw from, and why a realistic budget and coordinated tax planning are essential parts of a retirement income plan. McNamara Financial is a family-owned, independent, fee-only financial planning and investment management firm. For over 30 years, we’ve helped individuals and families on the South Shore and beyond navigate their financial futures with clarity, confidence, and care. 💼 Come see what it’s like to work with a fiduciary. http://mcnamarafinancial.com 📅 Want to speak with the team at McNamara Financial? Schedule a consultation today: 👉 https://mcnamarafinancial.com/contact
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    50 分
  • Bonds, Interest Rates, and the Risks Investors Can't Ignore

    Bonds, Interest Rates, and the Risks Investors Can't Ignore
    2026/10/19
    Are bonds still a safe investment in today's economy? On this episode of McNamara on Money, Justin and Michael McNamara take a closer look at the bond market and what rising interest rates mean for investors, particularly those approaching or already enjoying retirement. With U.S. Treasury yields reaching surprising levels compared to countries like Greece, the McNamaras explain what's happening in the bond market and why it matters. They break down the relationship between interest rates and bond prices, the hidden risks of inflation and long-term bonds, and why even traditionally conservative investments can experience significant losses. Justin and Michael also share their approach to managing bond portfolios, including the advantages of shorter-term maturities and carefully balancing credit risk against interest rate exposure. Most importantly, they explain why bonds still have an essential role in retirement planning, providing income, helping stabilize portfolios, and reducing the need to sell stocks during market downturns. Whether you're building your retirement portfolio or simply trying to make sense of today's bond market, this episode offers practical insights to help you invest with greater confidence. McNamara Financial is a family-owned, independent, fee-only financial planning and investment management firm. For over 30 years, we’ve helped individuals and families on the South Shore and beyond navigate their financial futures with clarity, confidence, and care. 💼 Come see what it’s like to work with a fiduciary. http://mcnamarafinancial.com 📅 Want to speak with the team at McNamara Financial? Schedule a consultation today: 👉 https://mcnamarafinancial.com/contact
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    46 分
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