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Financial Mediation for Divorce and How to Split Assets – Fairly

Financial Mediation for Divorce and How to Split Assets – Fairly

by admin | Oct 18, 2021 | Divorce Finances

By: Josh Slocum, McClellan Wealth Management It should come as no surprise that fairness and equity usually aren’t words used in the divorce process. But the fact is, these decisions will have a long-term impact on your life and the lives of your family members. While...
Financial Planning After Divorce: 3 Essential Steps Every Divorcee Should Consider Taking

Financial Planning After Divorce: 3 Essential Steps Every Divorcee Should Consider Taking

by admin | Sep 7, 2021 | Divorce Finances

By: Josh Slocum, McClellan Wealth Management The divorce process can be a lengthy one, with some proceedings lasting a year or longer. Once the settlement is reached, you may very likely be drained – emotionally and physically. However, in order to pursue your...
Divorce Planning Checklist: How to financially prepare for divorce

Divorce Planning Checklist: How to financially prepare for divorce

by admin | Jul 27, 2021 | Divorce Finances, Wealth Management

By: Josh Slocum, McClellan Wealth Management In the early stages of divorce, there’s no doubt that emotions and stress are running high. These intense feelings may lead to clouded judgement and forgetfulness – not exactly what you need when trying to make...
Lump Sum Pension: When or If You Should Take It

Lump Sum Pension: When or If You Should Take It

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...
Alabama 529 Plans: Saving for College and Common Questions

Alabama 529 Plans: Saving for College and Common Questions

by admin | May 24, 2021 | Wealth Management

By: Josh Slocum, McClellan Wealth Management When my brother had his first baby, like many people, he knew he wanted to set up a college savings account for her. He wanted to make sure he was putting enough money back to help her go to college and further her...
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