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 | 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,...
by admin | Dec 7, 2020 | Retirement Planning
By: Josh Slocum, McClellan Wealth Management This year, maybe more than ever, saving for retirement is on everyone’s mind. While some people think it’s a given – that things will fall into place financially, and they’ll be able to retire on their pre-planned...