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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IRA Eligibility

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

Roth IRA Conversion

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

Required Minimum Distributions

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Medical Debt and Your Credit Report

This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

New Medicare Rules Tackle Prescription Drug Prices

The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

More Newsletters →

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