Managing your financial life is not just about money.

Archives for Planning

Communication Keeps Marital Finances Running Smoothly

We all need help being money-smart. Each of our Marshfield Mariner articles allow the team from McNamara Financial to tackle an issue that will build your financial planning skills. Money is one of the top five stressors in a marriage. Whether accounts are held jointly or separately, deciding how money is spent or saved can wreak havoc on any couple. Alyssa McNamara Reed explains how communication is the key to preventing this discord in “Money Talk: Marrying Finances Requires Communication.” Both parties need to know what is coming in and where the money is being spent. Shared responsibilities with paying
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Considering an Annuity? Start Here.

We all need help being money-smart. Each of our Marshfield Mariner articles allow the team from McNamara Financial to tackle an issue that will build your financial planning skills. This week, Alyssa McNamara Reed breaks down annuities in “Money Talk: Annuities sound comforting, but wait”. This popular investment tool gives a guaranteed income stream that can be beneficial for people on fixed incomes or those needing a tax deferment. But not all annuities are the same. Immediate, fixed, variable or equity indexed – which one may be right for you, or not right at all? The world of annuities is
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Navigating the Maze of Social Security: There is Help!

  Sometimes understanding government benefits, such as social security benefits, can be overwhelming.There are many myths and misunderstandings about what Social Security is and how it works. Ever feel like you’re stuck in a maze of information and processes? Don’t hit roadblocks as you plan for retirement. Join McNamara Financial Services on May 14th as we host Social Security Expert Kurt Czarnowski, a 34-year veteran of the Social Security Administration, who will present on Social Security issues for those who are near or contemplating retirement. With better healthcare and longer life expectancy, we can anticipate spending more time in retirement than our parents and
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Talk to Your Kids … Please!

These comments are primarily for folks in or near retirement with adult children. Or they could be for those adult children who haven't yet heard from their parent(s) in or near retirement.
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