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...
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...
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...
by admin | Jan 24, 2022 | Retirement Planning
By: Josh Slocum, McClellan Wealth Management A 401(k) retirement plan is an employer-sponsored retirement savings program that enables employees to save for their retirement by making pre-tax contributions. No matter if you’re just starting your career or have been in...
by admin | Jan 10, 2022 | Divorce Finances, Wealth Management
By: Josh Slocum, McClellan Wealth Management During the divorce process, most couples tend to focus on aspects like asset division, child custody, and ultimately, getting what they feel they deserve. What many often overlook during this stressful time is the financial...