Insights
Financial Insights
Financial Planning After Divorce: 3 Essential Steps Every Divorcee Should Consider Taking
By: Josh Slocum, McClellan Wealth Management The divorce process can be a lengthy one, with some proceedings lasting a year or longer. Once the settlement is reached, you may very likely be drained - emotionally and physically. However, in order to pursue your...
Divorce Planning Checklist: How to financially prepare for divorce
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...
Lump Sum Pension: When or If You Should Take It
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...
Alabama 529 Plans: Saving for College and Common Questions
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...
Do you need a financial advisor? If you meet these criteria, then probably so
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...
