-
CalSavers vs 401(k)s: What is the difference?
With the looming June deadline for the CalSavers program, we have many companies reaching out to financial planners and advisors, including ourselves, and asking…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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…
-
401(k)s: Four Options for your Retirement Plan when Changing Jobs
Employees often ask us what options they have with their 401K when changing jobs. We outline 4 different options when transferring jobs.
