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.


 

College Funding

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Are You a HENRY? Consider These Wealth-Building Strategies

High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.

Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.

Where to Look for Lost and Forgotten Money

States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

Avoiding Probate

Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

More Newsletters →

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