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.

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Car Affordability

How much can you afford to pay for a car?

IRA Eligibility

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Oil Prices and the Economy

The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

Do You Need a Power of Attorney?

Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.

Low-Volatility Strategies for a Less Stressful Ride

Some stocks and stock funds may help reduce the volatility in a portfolio.

HOT TOPIC: U.S.-China Trade War: Who Pays the Price?

A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.

More Newsletters →

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