McCaffrey Wealth Management, LLC

McCaffrey Wealth Management, LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from McCaffrey Wealth Management, LLC, Financial service, 24285 Katy Freeway #300-76 (By Appointment), Katy, TX.

We help clients & their families navigate an ever-evolving & often volatile economic environment to achieve their financial goals by developing deep personal relationships built on understanding, as well as by implementing & managing investment strategies

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, wit...
05/28/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy: https://www.mccaffreywm.com/schedule-a-meeting

When graduation season rolls around, it can be hard to decide what to get the special graduate in your life. One practic...
05/26/2026

When graduation season rolls around, it can be hard to decide what to get the special graduate in your life. One practical, yet under-utilized, graduation gift is a life insurance policy.

When set up early, a life insurance policy can serve as a vital long-term financial tool that grows with your graduate, locking in premiums at the age when they are often cheapest and sometimes offering a cash value component that can be accessed during your new grad’s lifetime. Additionally, coverage can be adjusted as income and goals evolve, with the insured layering on or even buying more coverage within the existing policy.

If you have questions about options, costs, or how policies are structured, feel free to reach out. We are always happy to help. https://www.mccaffreywm.com/schedule-a-meeting

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/22/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio. (Part 4/4)

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you: https://www.mccaffreywm.com/schedule-a-meeting

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/20/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first. (Part 3/4)

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals. https://www.mccaffreywm.com/schedule-a-meeting

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and ne...
05/18/2026

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and new expenses. That’s where budgeting can come in.

Think of a budget as a way to keep your money working for you. Begin with your take-home pay, which is your pay after tax and any deductions, and make sure your essentials are covered. Then you can see what’s left for everything else.

This can look like putting money into “envelopes” or savings categories or simply tracking the numbers in a spreadsheet. Tracking your spending, even just for a month, can be eye-opening and help you fully understand where your money is going. (Part 2/4)

If you have questions about your current financial picture or want to discuss investment strategies that can support your goals as a new graduate, don’t hesitate to reach out. We’re here to help guide you. https://www.mccaffreywm.com/schedule-a-meeting

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students ...
05/16/2026

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students after they graduate. Regardless of whether you’re graduating with student loans or credit card debt, making a plan to manage and eventually eliminate your debt can feel overwhelming.

With that in mind, we wanted to share a simple roadmap for starting to address debt post-graduation:

A good way to start managing your debt is to get everything out in the open. List your loans, credit cards, and any other balances so you know what you’re dealing with. While you do this, be sure to pay attention to interest rates and make a plan for how you’ll handle payments each month. When you’re organized, it’s easier to keep debt from getting out of control. (part 1/4)

If you have questions about your financial picture or want to talk about investment strategies that can support you as a recent graduate, don’t hesitate to reach out. We are here to help. https://www.mccaffreywm.com/schedule-a-meeting

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information students...
05/14/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call or schedule a time to discuss planning for your goals: https://www.mccaffreywm.com/schedule-a-meeting

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!Whether your graduat...
05/12/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

Address

24285 Katy Freeway #300-76 (By Appointment)
Katy, TX
77494

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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