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Paul Murray Five Star Wealth Manager Award Winner
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Five Star Wealth Manager Award Winner, 2009-2016

Paul T. Murray, ChFC®, CDFA™ has earned the Five Star Wealth Manager award six years in a row - from 2009-2012 under the original criteria, and from 2013-2016 under a more stringent criteria. *See disclosure below.

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Recent Blog Posts

  • 5 Reasons To Consider Rolling Over A 401(k)

    If you own a 401(k) and have changed jobs, experienced divorce, or are at retirement age, no doubt you’ve heard of a 401(k) rollover. ...

    Put simply, a rollover is an IRS tax-qualified (tax-free) rollover of a 401(k) balance into your own Individual Retirement Account (IRA). But why do a rollover in the first place? What is the advantage? Read More »

  • Why Use A Certified Divorce Financial Analyst

    Divorce Attorneys are not financial planners....

    CDFA’s can help their clients develop a post-divorce financial plans to prepare them for a new independent future long before they sign the final property settlement agreement. Read More »

  • 5 Ways to Avoid The 10% Penalty For Early Retirement Account Withdrawals

    There are many circumstances where a person may need access to Traditional IRAs, 401(k)s, or other retirement funds, before they are of retirement age....

    Typically, the IRS will impose a 10% penalty on withdrawals that you take prior to the age of 59 1/2. But there are several instances where accessing these funds is possible without paying the penalty. Read More »

  • 529 Plans And Divorce

    One of the most stubbornly perplexing investments couples encounter in their divorce is the 529 Plan....

    Who owns it? Is it marital? What are the tax implications of liquidating? Can you divide it? There are probably a half a dozen other questions that may come to mind in contemplating how to deal with 529 plans and divorce. Read More »