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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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Insurance

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

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

More Calculators →

Debit or Credit — What’s the Difference?

This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.

How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

New RMD Rules Give Retirement Savings More Time to Grow

This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

Managing Medicare Out-of-Pocket Costs

This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.

More Newsletters →

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