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.

 

Lease Payment

How much would your monthly lease payment be?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Community Property Laws: Yours, Mine, and Ours

Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

Technology Trend: How Blockchain Could Impact the Future

Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.

Need to Tap Your 401(k)? Proceed with Care

Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

Reward Workers and Fund Retirement with a Cash Balance Plan

Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

More Newsletters →

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