Home equity is often the biggest asset
Many long-time Arlington homeowners have significant value in their homes. Deciding whether to stay, downsize, or tap that equity is a big part of the retirement picture.
Arlington, MA
Financial Advisor for Arlington, MA Residents
For Arlington families approaching retirement, Paul McNulty, CFP®, offers one-on-one retirement income planning, a short drive away at his Woburn office, or from your kitchen table by video.
Who helps Arlington residents plan for retirement?
Paul McNulty is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in financial services since 1986. He helps Arlington residents within about 10 years of retirement, and those already retired, build written plans for retirement income, Social Security timing, investments, and estate coordination. Meetings are in Woburn, by phone, or by video.
Planning considerations for Arlington homeowners
The Massachusetts estate tax starts at $2 million
Between a home and retirement savings, many Arlington households are closer to that line than they think.
Public employees and educators
Many local residents have pensions from work not covered by Social Security. The 2025 repeal of WEP and GPO may have increased their benefits.
Property taxes and cost of living
Belong in the spending plan, especially on a fixed income.
Getting here
Paul's office is at 444 Washington Street, Suite 306, in Woburn. Prefer not to drive? Most meetings work just as well by phone or video.
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Frequently asked questions
Paul's office is in Woburn, a short drive from Arlington. He also meets clients by phone and video.