Insights
Financial Insights
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...
Wild Upcoming Events at the Birmingham Zoo
McClellan Wealth Management is a proud supporter of the Birmingham Zoo that's home to many animals from all over the world. The Zoo also features fun activities for the whole family, hosts many fun events throughout the year for all to enjoy, and we're passionate...
3 Tips for Financial Health in 2021
By: Josh Slocum, McClellan Wealth Management When the new year rolls around, some people start flocking to the gym and vowing to improve their physical health, while others pick up a new, stress-reducing hobby to better their mental health. But how many people use...
