McShane Wealth Management

04/06/2026

From spousal and child benefits to taxes and timing, these 20 lesser-known Social Security rules can significantly impact your retirement income.

04/01/2026

You can use a Roth 401(k) to accumulate a nest egg of tax-free retirement income.

03/27/2026

Tax season stress can cause money arguments especially during these times when money anxiety is running high. Learn how to reduce financial conflict.

03/26/2026

This brief primer explains the rules of contributing to Roth and traditional IRAs.

03/25/2026

March Madness provides a number of lessons for leaders whether you roots for the underdog or the powerhouses in basketball

03/25/2026

There's a much better way to invest than going for broke.

11/11/2025

Retirement means shifting from accumulating wealth to generating cash flow. Here are 12 actionable strategies to help you make the most of your fixed retirement income.

11/07/2025

Make the most of year-end by reviewing contributions, taxes, and benefits. Smart planning now can strengthen your finances and set you up for success in 2026.

10/29/2025

Just like your home needs a little seasonal upkeep to protect its longevity and integrity, your investments deserve the same intention. A thoughtful review today can prevent costly challenges later and can keep your hard earned assets working towards your long term goals. Is your "house" ready for the seasons ahead?

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Tick these 15 items off your list this season, and you can rest easy knowing that your home and yard are buttoned up and ready for winter.

10/22/2025

Reaching $1 million in your 401(k) is a big milestone, but a seven‑figure balance can be a mirage. The question is whether all of your retirement resources—401(k), individual retirement account (IRA), brokerage account, cash, and Social Security—can be counted on to reliably replace enough of ...