Insights
Financial Insights
Education Financial Planning
With the cost of a college education at an all-time high, many parents are concerned about how to save money to pay for tuition, living expenses, and other college costs. Consider working with a financial advisor to get your education funding plans started. Learn...
Tax Minimization
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...
Philanthropic Planning in Birmingham, AL
By: Josh Slocum, McClellan Wealth Management One element of a comprehensive financial management plan you may want to consider is Philanthropic Planning. From smaller charitable donations to setting up a Donor-Advised Fund, there are many ways to incorporate...
How Should You Invest $200,000
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...
Three Ways to Maximize Interest on Savings
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...
