Community Highlights: Ideas for things to do in San Diego retirement
Looking for some other ideas of what to do in San Diego for retirement? Read this blog post for some ways to keep active! ...
Revisiting S&P 500 Analyst Estimates for 2019
Over halfway through the year, our team wanted to see how accurate Wall Street analysts were on their price targets for the S&P 500. ...
The History of the 401(k)
The History of the 401(k) Most of us of working age are familiar with 401Ks – but do you know the story of how they were created? With more than $29 trillion in US retirement assets as of March 31, 2019, most 401(k)s a crucial part of the economy and one of our specialties at […]...
Inherited IRAs: What are my options?
Do you have a financial advisor? Consider opening an inherited IRA at your current financial institution. Your current advisor or retirement plan provider should have experience in transferring inherited IRAs and can help guide you through the process....
Hiring: Part-Time Administrative Assistant
Our company is looking for an exceptional individual to provide administrative support in an efficient and well-organized manner in the areas of client meeting materials, account maintenance (digital paperwork/opening/closing accounts), and clerical duties, including scanning and filing. A fast-lear...
Long Term Care: Is it right for you and your parents?
Most financial advisers focus just on wealth management and estate planning. At McClure Wealth, we pride ourselves in being different by looking at the big picture - your health, your wealth, your family. This is why we provide LTC options to our client base....
How to have a healthy attitude with your finances
Just like the body thrives on health, so does your life on financial wellness. With that in mind, here are some tips we compiled for you to keep a healthy relationship with your finances....
What is the difference between an ERISA bond and Fiduciary Liability Bond?
Need an ERISA bond? Thinking you might want extra protection in the form of a fiduciary liability bond? Give us a call at McClure Wealth and we can help walk you through different options....
Community Highlights: Where to go in San Diego with your Family
We love our community and thought we’d share some local gems for out of town visitors and neighbors alike in North County, San Diego. From ice cream shops to flower fields, San Diego has plenty of places for all members and ages in the family!...
Tax Cuts and Jobs Act Changes
Tax time is upon us and we wanted to make sure our clients understand some of the Tax Cuts and Jobs Act changes that may impact them and their business....