by admin | Jan 27, 2023 | Birmingham Financial Services, Wealth Management
It may seem like working extra hard to increase your finances only leads to sky-high taxes. If your 2023 resolution is to try and get your taxes under control, you may be able to use some of these tips. Tax Minimization Tax season is upon us, and you may be looking...
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...
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...
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...