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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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.

Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

Stretch IRA Alternatives

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

Is It Time to Buy an Electric Vehicle?

The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.

More Newsletters →

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