by admin | Mar 15, 2023 | Birmingham Financial Services, Wealth Management
A recession can have a significant effect on your life and financial situation, but there are ways to prepare for it. In June 2020, the COVID-19 pandemic created a potential for a recession, with 33 million Americans applying for unemployment. Feeling concerned about...
by admin | Mar 10, 2023 | Birmingham Financial Services, Wealth Management
We believe every client is unique, with their own needs, circumstances, and priorities. That’s why we take the time to understand you, your family, and your goals to create a customized wealth management plan that meets your every need. At McClellan Wealth...
by admin | Jan 27, 2023 | Birmingham Financial Services, Wealth Management
It may seem like working extra hard to increase your finances only leads to sky-high taxes. If your 2023 resolution is to try and get your taxes under control, you may be able to use some of these tips. Tax Minimization Tax season is upon us, and you may be looking...
by admin | Nov 21, 2022 | Birmingham Financial Services, Wealth Management
By: Josh Slocum, McClellan Wealth Management If you have $200,000 right now, should you invest it or leave it in cash? This decision can be a big one. The team at McClellan Wealth Management provides financial planning in Birmingham, AL. We can help you...
by admin | Sep 21, 2022 | Birmingham Financial Services, Finances, Wealth Management
By: Josh Slocum, McClellan Wealth Management When it comes to building an emergency fund or interest on savings for a large expense, it’s wise to select a near-zero-risk banking product. But traditional financial savings accounts aren’t your only option. In...
by admin | Jan 10, 2022 | Divorce Finances, Wealth Management
By: Josh Slocum, McClellan Wealth Management During the divorce process, most couples tend to focus on aspects like asset division, child custody, and ultimately, getting what they feel they deserve. What many often overlook during this stressful time is the financial...