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.


 




  


 


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Car Affordability

How much can you afford to pay for a car?

Estate Taxes

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Can You Put the Brakes on Rising Auto Insurance Premiums?

Auto insurance premiums increased more than 22% from March 2023 to March 2024. This article outlines some steps that may help reduce premiums.

Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

A Pension Strategy That May Boost Your Income

A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.

HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates

This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.

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