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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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Impact of Inflation

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

Savings Goals

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

More Calculators →

HOT TOPIC: Revisiting the 4% Rule

For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.

SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.

Crisis Relief: Financial Lifelines for Affected Workers

Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

More Newsletters →

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