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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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Community Highlights: Ideas for things to do in San Diego retirement
Looking for some other ideas of what to do in San Diego for retirement? Read this blog post for some ways to keep active!
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Revisiting S&P 500 Analyst Estimates for 2019
Over halfway through the year, our team wanted to see how accurate Wall Street analysts were on their price targets for the S&P 500.
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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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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…
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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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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…
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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.…
Insights
Plan design, contribution limits, deadlines and the rules that keep changing — written for the people who have to act on them.