Skip to content
envelope
Menu
Home
Our Team
Our Team
Michael McNamee
Dafna Gold
Mike McNamee
Anna DeMaccino
Why Work With a CFP
What Makes Us Different
About Raymond James
Our Services
Our Services
Our Process
Financial Planning
Retirement Planning
Longevity Planning
Estate, Charitable Giving & Trust
Business Planning
Education Planning
Banking & Lending Solutions
Our Clients
Our Clients
Business Owners
Corporate Executives
Families and Individuals
Retirees
Women Investors
Resources
Resources
Client Access Videos
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
PinecrstResNRL-33E11
2333 Ponce de Leon Boulevard
Suite 500
Coral Gables, FL 33134-6045
D: 305.461.6611
TXT: 305.846.7021
C: 817.599.8286
Map and Directions
Map and Directions
Michael McNamee
6034 W Courtyard Dr
Ste 305
Austin, TX 78730-5035
O: 512.306.2503
TF: 800.372.3222
F: 844.685.2512
Map and Directions
Map and Directions
Michael Mcnamee
61 S Paramus Road
Ste 360
Paramus, NJ 07652
O: 201.291.5951
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Media
Article
Infographic
Newsletter
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Read
Business Ownership
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Read
Tax Planning
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Read
Markets & Investing
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Read
Family & Lifestyle
Financial resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
Read
Retirement & Longevity
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Read
Family & Lifestyle
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Read
Family & Lifestyle
Infographic: Find the words to connect with your loved ones
8 questions to ask your family during the holiday season.
View
Family & Lifestyle
The 10-year rule for retirement accounts: How new guidelines could impact your IRA beneficiaries
The SECURE Act’s 10-year rule for retirement account beneficiaries is ready for implementation. See how it could impact your wealth and wealth transfer plans.
Read
Retirement & Longevity
Load more
Load more
