2024 - Financial Planning & Wealth Management

How to Avoid Emotional Financial Decisions

Published On - August 7, 2024

How to Avoid Emotional Financial Decisions

By Ed McClure, CFP® Emotions are like a roller coaster. Our financial ups and downs can send us on an emotional ride—but should they really be in the driver’s seat? Try as we might, it’s tough to keep emotions out of our financial view. Why? Our money habits are set early in life. Take someon...

Earning Interest on Interest: Unlocking the Power of Compound Interest

Published On - June 11, 2024

McClure Wealth

Earning Interest on Interest: Unlocking the Power of Compound Interest

By Ed McClure, CFP® If you’ve spent any length of time learning about finances, you’ve likely come across the buzz about the power of compound interest, and may be wondering if this investment strategy is right for you. Well, the answer is a resounding yes! Investing money in an account with co...

Published On - June 11, 2024

McClure Wealth

23 Ways to Increase Your 401(k) Plan (or 403(b) Plan) Participation Rates

By Ed McClure, CFP® Plan sponsors are continually seeking ways to increase participation in their defined contribution retirement plans, whether they are businesses with 401(k)s or non-profits offering 403(b) plans. You want to help your employees plan for a stable future; and in the case of 401(k)...

Get Covered: Insurance at Every Life Stage

Published On - May 1, 2024

Indigo Marketing

Get Covered: Insurance at Every Life Stage

By Ed McClure, CFP® We’re all aware of the importance of insurance and how it offers protection. And we all have different types for different needs: home, auto, health, life, and more. But did you realize that different life stages call for different levels of coverage? Read the following guide ...

The Top Mistakes Plan Sponsors Make: Part 2

Published On - January 24, 2024

McClure Wealth

The Top Mistakes Plan Sponsors Make: Part 2

By Ed McClure, CFP®, PPC® Back in 2021, the Employee Benefits Security Administration (EBSA) acquired $1.9 billion in qualified retirement plan violations and other enforcement actions. This means that staying current on plan requirements and preventing costly mistakes is more crucial now than eve...

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How to Avoid Emotional Financial Decisions

Earning Interest on Interest: Unlocking the Power of Compound Interest

23 Ways to Increase Your 401(k) Plan (or 403(b) Plan) Participation Rates

Get Covered: Insurance at Every Life Stage

The Top Mistakes Plan Sponsors Make: Part 2

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