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Philanthropic Planning in Birmingham, AL

Philanthropic Planning in Birmingham, AL

by admin | Dec 1, 2022 | Birmingham Financial Services

By: Josh Slocum, McClellan Wealth Management   One element of a comprehensive financial management plan you may want to consider is Philanthropic Planning. From smaller charitable donations to setting up a Donor-Advised Fund, there are many ways to incorporate...
How Should You Invest $200,000

How Should You Invest $200,000

by admin | Nov 21, 2022 | Birmingham Financial Services, Wealth Management

By: Josh Slocum, McClellan Wealth Management   If you have $200,000 right now, should you invest it or leave it in cash? This decision can be a big one. The team at McClellan Wealth Management provides financial planning in Birmingham, AL. We can help you...
Three Ways to Maximize Interest on Savings

Three Ways to Maximize Interest on Savings

by admin | Sep 21, 2022 | Birmingham Financial Services, Finances, Wealth Management

By: Josh Slocum, McClellan Wealth Management   When it comes to building an emergency fund or interest on savings for a large expense, it’s wise to select a near-zero-risk banking product. But traditional financial savings accounts aren’t your only option. In...
SIMPLE IRA vs. SEP IRA

SIMPLE IRA vs. SEP IRA

by admin | May 3, 2022 | Birmingham Financial Services, Retirement Planning

By: Josh Slocum, McClellan Wealth Management You, as an employer, may plan on retiring at some age, but may not be thinking about actually saving money for retirement. Luckily, there are different investment plans that could contribute to retirement — IRA plans. IRA...
IRA 101: The Different Types, Plus Pros and Cons

IRA 101: The Different Types, Plus Pros and Cons

by admin | Jan 26, 2022 | Retirement Planning

By: Josh Slocum, McClellan Wealth Management IRA stands for an individual retirement account. To simplify, one contributes money, either pre- or post-tax dollars, into an IRA where the funds can be then invested for the purpose of saving for retirement. Unlike...
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Recent Posts

  • Philanthropic Planning in Birmingham, AL
  • How Should You Invest $200,000
  • Three Ways to Maximize Interest on Savings
  • SIMPLE IRA vs. SEP IRA
  • IRA 101: The Different Types, Plus Pros and Cons
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