Insights
Financial Insights
Dividing and Distributing a 401K After Divorce – Here’s How It Works
By: Josh Slocum, McClellan Wealth Management If you’re considering legal separation from your spouse, you may have questions about finances including your savings, property and even retirement accounts. Retirement accounts are often targeted by spouses, especially...
Financial Mediation for Divorce and How to Split Assets – Fairly
By: Josh Slocum, McClellan Wealth Management It should come as no surprise that fairness and equity usually aren’t words used in the divorce process. But the fact is, these decisions will have a long-term impact on your life and the lives of your family members....
Financial Planning After Divorce: 3 Essential Steps Every Divorcee Should Consider Taking
By: Josh Slocum, McClellan Wealth Management The divorce process can be lengthy, with some proceedings lasting a year or longer. Once the settlement is reached, you may be emotionally and physically drained. However, in order to pursue your financial future, there...
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 make decisions...
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...
