McClure Wealth, Author at Financial Planning & Wealth Management

Published On - June 3, 2019

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....

Published On - May 28, 2019

McClure Wealth

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...

Published On - May 13, 2019

McClure Wealth

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....

Published On - April 25, 2019

McClure Wealth

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....

Published On - April 22, 2019

McClure Wealth

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....

Published On - April 11, 2019

McClure Wealth

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!...

Published On - April 9, 2019

McClure Wealth

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....

Published On - April 4, 2019

McClure Wealth

Kids Savings Account: Getting your kids started early in savings

Could you imagine if you were born with a savings account and earned compound interest on all those birthday dollars you’ve ever received? The world would probably look a lot different if that were the case. Even if you haven’t been saving since birth, that doesn’t mean you can’t change the ...

Published On - April 2, 2019

McClure Wealth

Top of Mind in Markets for 2019

There has been a lot of back-and-forth calls this quarter and last for a global slowdown in 2019 and 2020 - some investment managers have said that a recession is on the horizon. While we think there are many risks to markets in 2019, we are still optimistic. ...

Published On - March 26, 2019

McClure Wealth

How to Start a Business 401K

Are you curious about how to start a 401K for your business? Contact us at McClure Wealth to speak with a financial advisor about your company's retirement plan needs. ...

Latest News

Contact Us

Follow Us

Inherited IRAs: What are my options?

Hiring: Part-Time Administrative Assistant

Long Term Care: Is it right for you and your parents?

How to have a healthy attitude with your finances

What is the difference between an ERISA bond and Fiduciary Liability Bond?

Community Highlights: Where to go in San Diego with your Family

Tax Cuts and Jobs Act Changes

Kids Savings Account: Getting your kids started early in savings

Top of Mind in Markets for 2019

How to Start a Business 401K

Contact Us