Insights
Financial Insights
Are Bonds A Good Investment
Bonds are a type of investment that has been around for centuries, and they continue to be popular among investors today. But as we look to the future, is it still a good idea to invest in bonds in 2023? Learn more about investment management with McClellan Wealth...
What Is an Annuity?
We believe every client is unique, with their own needs, circumstances, and priorities. That's why we take the time to understand you, your family, and your goals to create a customized wealth management plan that meets your every need. At McClellan Wealth...
Tax Minimization
It may seem like working extra hard to increase your finances only leads to sky-high taxes. If your 2023 resolution is to try and get your taxes under control, you may be able to use some of these tips. Tax Minimization Tax season is upon us, and you may be looking...
Philanthropic Planning in Birmingham, AL
By: Josh Slocum, McClellan Wealth Management One element of a comprehensive financial management plan you may want to consider is Philanthropic Planning. From smaller charitable donations to setting up a Donor-Advised Fund, there are many ways to incorporate...
How Should You Invest $200,000
By: Josh Slocum, McClellan Wealth Management If you have $200,000 right now, should you invest it or leave it in cash? This decision can be a big one. The team at McClellan Wealth Management provides financial planning in Birmingham, AL. We can help you...
