Mcaleney Wealth Management

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

Account Access

Click on the link below to access your account.  Please contact our office with any questions or for help accessing your account online. We would be happy to assist you with the process.

 
  
 

Need help logging in to Pershing LLC? CLICK HERE or call our office.

 

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Online Shopping Tips

As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.

Index Update: Shifting Sectors Reflect Social Change

How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?

What Medicare Won’t Cover

See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

What Is Cyber Insurance, and Do You Need It?

Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck