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

Our team is dedicated to going the extra mile - for you

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.

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MWM Weekly Update

The Week of January 17, 2022
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Exploring Long-Term Care Insurance

Long-term care (LTC) services such as in-home nursing or a room in an assisted living center can cost hundreds of thousands of dollars—putting your dreams for retirement or other goals in jeopardy. LTC insurance coverage can help safeguard both your physical and financial wellness. November was National LTC Awareness Month—a timely reminder to talk with your insurance agent or wealth management advisor about adding this type of coverage.
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Being an Impactful Nonprofit Board Member

Supporting the nonprofit organizations that you admire can take two forms: monetary and through volunteer work. Board service is a powerful way to channel your time and skills into value for an organization. Nonprofits rely on their board to shape the organization’s culture, strategy, and financial sustainability. We explain what it means to step into this fiduciary role.
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Now is the Best Time for Gifting

With historically low interest rates, tax changes on the way, and a temporary increase in the estate and gift tax threshold, 2021 is a good year to review and update your estate plan and gifting strategies.
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Making Life a Richer Experience