Insights | Financial Advisor in Carlsbad, CA

Published On - March 5, 2022

What Should You Do About the Russia-Ukraine Crisis and Market Volatility?

By Ed McClure, CFP®, PPC® The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are understandably concerned and ...

Published On - March 4, 2022

McClure Wealth

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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most to you. If you’ve ever asked yourself t...

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...

What Every California Business Needs to Know About the CalSavers Program

Published On - December 15, 2021

McClure Wealth

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 30, 2022. The state has also provided a vehicle, the CalSavers Program, to give employers an easy option to satisfy the mandate without taking on fiducia...

Published On - December 9, 2021

McClure Wealth

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 are a few important things you should know about retirement accounts and investments. Because investment accounts are subject to the fluctuations of the market, they ca...

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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...

Published On - April 7, 2020

McClure Wealth

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 us what to do. Should you sign up for CalSavers? What are your alternatives? We’ll walk you through the choices in front of you....

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...