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209 Broadway Street
Hanover, MA 02339

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Alison McCarthy, CFP® RICP®

(617) 967-3695

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React Once Upon a Goal

The Cycle of Financial Planning

The financial planning process is an ongoing engagement. It is not a one-time event that you ‘set and forget’. In order to pursue the financial independence you would like to have you need to stay up-to-date with the plan and pick the right people to work with.

I have the experience to help guide you through your unique path with intelligent and thoughtful strategies. 

Contact me today to book a complimentary appointment to review your financial goals and how I can help you reach them.  

Helpful Content

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Rightsizing for Retirement

What does your home really cost?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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