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 lhall | 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...
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 14, 2020 | Wealth Management
By: Josh Slocum, McClellan Wealth Management When you’re thinking about potentially protecting and securing your financial future, you want to make sure you’re making educated choices, especially when it comes to who’s actually handling your assets. And one question...
by admin | Nov 5, 2020 | Wealth Management
Creating wealth and being able to manage it are two different things. You have probably heard of people who were once millionaires but have nothing to show for it. How did that happen? Lack of wealth management skills or strategies. While there is no single strategy...
