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.


 

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Credit Card Debt

How Long Will It Take to Pay my Balance?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Food Inflation: What’s Behind It and How to Cope

U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.

What’s the Difference Between Medicare and Medicaid?

Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

Naming a Trusted Contact

It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

More Newsletters →

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