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...
by admin | Jul 20, 2020 | Wealth Management
Dear Clients and Friends, I figured it was a good time to write everyone today as a result of the large preponderance of the word “Recession” in the media the past few days and in conjunction with this recent equity market volatility. The main question that I’ve...
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