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...
by admin | Dec 15, 2021 | Finances, Market Update, Wealth Management
Over the past couple of months, the market was a story of “two steps forward and one step back.” In just nine trading days, starting on Nov. 11th up until Dec. 10th, we saw the S&P 500 drop ~5.1. Heck, the NASDAQ dropped ~7.2% and the Russell 2000 dropped an eye...
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...
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 | 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...
by admin | May 13, 2021 | Finances, Wealth Management
By: Josh Slocum, McClellan Wealth Management Financially, adulthood can get tricky. You have a career, bills that have to be paid, taxes that have to be done, a checkbook that needs balancing (do people still use checkbooks?), a credit score that needs to be...