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Tax Cuts and Jobs Act Changes
Tax time is upon us and we wanted to make sure our clients understand some of the Tax Cuts and Jobs Act changes that…
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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…
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Top of Mind in Markets for 2019
There has been a lot of back-and-forth calls this quarter and last for a global slowdown in 2019 and 2020 – some investment managers…
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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…
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What are Target Date Retirement Funds?
Target Date funds are tailor-made mutual funds that automatically adjust asset mixes to become more conservative as investors approach retirement age. Read more.
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The 8 Roles of a Financial Advisor
Financial Advisors are guardians of financial wellness and have a vested interest in seeing your retirement savings grow. Read more
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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.
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10 Things to Keep in Mind for Financial Fitness in 2018
Be proud of your financial progress in 2018 by following some of our tips. Read more.
Insights
Plan design, contribution limits, deadlines and the rules that keep changing — written for the people who have to act on them.