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?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

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

More Calculators →

Crisis Relief: Financial Lifelines for Affected Workers

Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

Do Target-Date Funds Hit the Bull’s-Eye for You?

More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

Do ETFs Belong in Your Portfolio?

Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?

Retirement Plans for the Self-Employed Dangle Tax Benefits

Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.

More Newsletters →

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