October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 06, 2024
Our team is proud to celebrate our associate Haleigh Miller, who recently presented on our group's processes during April's Pittsburgh Complex PCA Conference. She did a great job sharing our story and learning from other associates at the two-day event, all with the goal of continuing to hone both her and our team's work as we move forward.
Keep up the great work, Haleigh!
May 03, 2024
May 2024 Newsletter | The McNamara Investment Group
HERE IT IS - our May newsletter!
We're calling it our Events Galore Edition, as, needless to say with that title, we have a lot going on this month. Click the link below to view our latest newsletter, which includes a replay of our recent Cybersecurity Event, the latest market headlines and a Did You Know we thought was truly worth digging up.
Subscribe to ensure you don't miss out on any future resources like these.
https://conta.cc/3UckZkg
Call/text/email our team with any questions. Have a great weekend!
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 29, 2024
April is Financial Literacy month and, to celebrate, Dan had the privilege of speaking with a handful of Business 101 classes on the subject of Personal Finance last week at Peters Township High School.
This is part of the regular work Dan does in our area and in his hometown in Ohio to help educate the next generation on these topics. Our whole team thanks Mr. Good for the opportunity to once again speak with such a bright group of young people!
April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 16, 2024
New Study Reveals Insights into Donor-Advised Funds | American Endowment Foundation
Calling anyone who is charitably inclined!
Our team utilizes a number of different giving strategies/vehicles, one of which is called a donor-advised fund. DAFs have grown in popularity in recent years for a number of different reasons, and a recent study shed some light on how they are being used.
For instance, the median size of the DAFs studied was roughly $50,000. Only 7% of the DAFs looked at exceeded a balance of $1,000,000 (only 1% were over $10,000,000). On top of that, the average annual payout rate was 18%, a significantly higher figure than the payout rate of Private Foundation donors.
Put simply, DAFs are less restrictive, require less of an initial investment and can foster active giving now and into the future (even after you pass away).
Please give our team a call, shoot us a text or email us if you have any questions surrounding how you are giving to charities. Whether through a DAF or another approach, we're here to help you as you seek to help the organizations near and dear to your heart.
Phone: (724) 743-3301
Text: (724) 888-5684
Email: themcnamarainvestmentgroup@janney.com
https://www.aefonline.org/thought-leadership/new-study-reveals-insights-into-donor-advised-funds/?utm_source=newsletter&utm_medium=email&utm_campaign=insights&utm_content=daf-study
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
