Your journey to financial independence is a series of carefully taken steps

Your journey to financial independence is a series of carefully taken steps

You’re always on the go, building your family, career or business – but how do you get from here to where you want to be? Where are you on the road to financial independence? At McGee Wealth Management, you’ll find experienced guidance for the direction you seek, the organization you need and the discipline to keep you on track.  We invite you to start by learning more about our unique background, our comprehensive approach, and how we go the extra mile - for you.

Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.

MWM Weekly Update

The Week of February 22, 2021
- read the latest update -

The Importance of Financial Planning

If you could have a conversation today that could help set you up for retirement without financial stress, would you do it?
- watch -

Home Sales Spike as Millennials, Boomers Ditch City Living

Bill Geis, head of private client banking at Raymond James Bank, discusses this sudden reversal of prior trends.
- read more -- watch -

Remember: RMDs Waived for 2020, Not 2021

The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
- read more -- watch -
Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.
Making Life a Richer Experience