by admin | Jun 25, 2021 | Finances, Retirement Planning, Wealth Management
By: Josh Slocum, McClellan Wealth Management If you’re nearing retirement, you may be facing some difficult decisions regarding your defined-benefit pension plan. You might be wondering whether you should opt for the traditional path and accept lifetime monthly...
by admin | May 13, 2021 | Finances, Wealth Management
By: Josh Slocum, McClellan Wealth Management Financially, adulthood can get tricky. You have a career, bills that have to be paid, taxes that have to be done, a checkbook that needs balancing (do people still use checkbooks?), a credit score that needs to be...
by admin | Apr 27, 2021 | Finances
McClellan Wealth Management is a proud supporter of the Birmingham Zoo that’s home to many animals from all over the world. The Zoo also features fun activities for the whole family, hosts many fun events throughout the year for all to enjoy, and we’re...
by admin | Feb 8, 2021 | Finances
By: Josh Slocum, McClellan Wealth Management When the new year rolls around, some people start flocking to the gym and vowing to improve their physical health, while others pick up a new, stress-reducing hobby to better their mental health. But how many people use the...
by admin | Jan 13, 2021 | Retirement Planning, Wealth Management
By: Josh Slocum, McClellan Wealth Management If I asked you what an annuity is, could you tell me? If the answer is no, you’re not alone! An annuity is essentially an insurance contract. For example, when you purchase an annuity, you pay a set amount of money today,...
