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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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Goals

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Watch Out for Scams That Target Businesses

Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy

Explore the relationship between fuel prices and economic growth, factors that influence prices, and how U.S. production altered the global oil market.

Caught in the Middle: The Sandwich Generation

Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

Getting Real About Retirement

This article features a worksheet and relevant information to help estimate retirement expenses and income.

More Newsletters →

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