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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…
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What Every California Business Needs to Know About the CalSavers Program
By Ed McClure, CFP®, PPC® The state of California has mandated that all employers with five or more employees implement retirement plans by June…
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5 Keys to Potentially Succeeding With Your 401(k)
By Ed McClure, CFP®, PPC® If you have a 401(k) account set up through your employer—or if you plan to set one up soon—there…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
