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 November 23, 2020
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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?
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The Gift of Appreciated Stock

Donating appreciated equity can be a gift for both you and your favorite charity.
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This SECURE Act Provision May Impact Your Year-End Planning

Prevent tax bracket creep among IRA beneficiaries with these three considerations.
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Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.
Making Life a Richer Experience