McLoughlin Financial, LLC.

08/28/2026

📜 August is National Make-A-Will Month!

I sat down with Alison Bondurant of Bondurant Law Firm to discuss three important estate planning questions:

✍️ Is a handwritten will enough?
�📋 Who actually needs a will?
�⚖️ How does Louisiana law make the estate planning process different from the rest of the country?

Tune in to hear Alison's insights and learn why having a plan in place can make all the difference for your loved ones. 👇

08/03/2026

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. The correct rollover strategy could save thousands in taxes and fees, speed up retirement preparations, and avoid critical mistakes. Talk with us to learn how.

07/31/2026

There are nearly 25 million 401k accounts that are lost or unclaimed, could one of these be yours? Don’t lose out on valuable retirement funds, let’s talk about how to consolidate your retirement accounts to keep you on track toward your long-term goals!

07/29/2026

This article reinforces something I see every day: financial literacy is one of the greatest gifts we can give the next generation.

High schools need real‑world voices, and advisors have the ability — and responsibility — to show up.

As a financial advisor, I love stepping into classrooms and teaching students the tools that build lifelong confidence.

If your school is looking to bring financial education to students, I’d be honored to speak. Send me a message.

You can show students the practical way to build significant wealth.

07/28/2026

There are major benefits to putting an old 401k into an IRA. It might feel overwhelming to think about all the steps to take to transfer your old 401(k) assets to either an established IRA or a new one. We can help you through the process, reach out!

07/25/2026

Cashing out a 401(k) may seem like an easy way to solve a short-term cash crunch, pay down debt, or cover an emergency but the consequences of cashing out can be significant. We can help identify the best path for your 401k based on your needs and goals.

07/22/2026

Tempted? The minimum age to avoid major tax consequences by withdrawing funds from your 401k is 59 ½. Pulling out funds in cash from your 401ks before then can mean you’ll be subject to a whopping 10% penalty plus taxes! We can help you explore your other options, contact us!

07/19/2026

Good news: you’ve got options! Bad news: it’s hard to know which is the best option...for you. When it comes to your past or present 401k’s, the options you choose depend on your individual goals and timeline. We can help you determine the best choice for you!

07/16/2026

Whether or not to roll over a 401k from a previous employer can depend on a lot of factors ranging from fees to performance to investment options and more! What is the right fit for you? We can help determine the best route based on your timeline and goals. Reach out!

07/14/2026

The average number of times a person changes jobs over their career. That’s a lot of 401ks to keep track of! Wondering what the best option is when it comes to managing multiple 401ks? We can help, reach out to us!