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.

 

Required Minimum Distributions

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

IRA Eligibility

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

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.

More Newsletters →

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