Category Archives: Financial Planning

Home Archive by category "Financial Planning" (Page 3)

Published On - February 25, 2022

McClure Wealth

Should You Take a Loan From Your 401(k)?

By Ed McClure, CFP®, PPC® If you have a 401(k), you may find yourself needing to access some of the cash before retirement to cover short-term needs. In order to make an early withdrawal, you’ll likely only have access to a 401(k) through a past employer (many plans don’t allow in-service with...
Read More
Why-I-Became-a-Financial-Advisor-McClure-Wealth-Management-Financial-Advisor-in-Carlsbad-CA

Published On - September 30, 2021

McClure Wealth

Why I Became a Financial Advisor

By Ed McClure, CFP®, PPC® Growing up as the son of a financial advisor, I had the opportunity to learn about the industry early on. For as long as I can remember, I have been interested in money, finances, and entrepreneurship. Entrepreneurs are fascinating to me; they create something out of noth...
Read More

Published On - November 21, 2019

McClure Wealth

9 Mistakes to Avoid in Your 401(k)

As financial planners, we have been helping business owners, their employees, individuals, and families save for retirement for over 25 years. Throughout our journey, we have seen repeated mistakes and want to help prevent the same things in our client’s retirement portfolios.  We have outlined s...
Read More

Published On - July 15, 2019

McClure Wealth

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 […]...
Read More