McKinley Wealth Management

07/05/2025

🎆🇺🇸 Happy 4th of July! 🇺🇸🎆

Wishing all of our friends, families and amazing clients a safe, joyful, and fun-filled Independence Day! Today, we celebrate freedom, community, and the spirit that brings us all together.

Thank you for your continued support — we're proud to serve you and be part of your journey. Enjoy the fireworks, good food, and great company! ❤️💙

12/02/2021

How much do you know about finances? A basic financial literacy quiz can tell you a lot about what you really know - and what you THOUGHT you knew. Will you do better than the average person? Take a simple 6-question financial literacy quiz in this Visual Insights Newsletter and find out!

Do you know as much about finance as you think you do?

11/25/2021

Do you know as much about finances as you think you do? It’s never too late to learn - take a simple financial literacy quiz in this Visual Insights Newsletter!

Most folks fail. Take the test & see how you stack up.

11/18/2021

Only about 1 in 3 can score 80% on a simple financial literacy quiz. How do you measure up? Take a simple 6-question quiz and discover any financial knowledge gaps in this Visual Insights Newsletter. 🤓

Test your financial smarts! Take a quiz & find out!

10/28/2021

Are you looking forward to an amazing retirement? Obstacles like inflation, low interest rates AND new legislation make it harder than ever to have confidence in retirement strategies. Take control of your retirement by reading this FREE retirement guide.

I know many people approaching retirement are feeling overwhelmed…

10/21/2021

Close to retiring (or recently retired)?? Inflation, low interest rates, and economic uncertainty present Retirement uncertainty is high. Decisions like when and how to retire, when to claim Social Security, and how you plan to create a work-free life will define your retirement. This FREE checklist highlights the 3 pillars of successful retirements. Read it for free now!

If you're hoping to retire within the next 5 years…

10/14/2021

For those near retirement: record volatility, new legislation, and economic disruption can make retiring within the next 5 years challenging. Help find confidence in your plans for a work-free life with this FREE checklist. Want to talk specifics? I save a few appointments each week for last-minute, complimentary 1-on-1 appointments. Call 904-834-2579 and learn how to take control of your retirement.

Get My FREE 3-Pillar Retirement Checklist!

10/07/2021

Are you a recent retiree or within 5 years of retirement? Decisions like when and how to retire, when to claim Social Security, and your current plan to create your post-work life will define your retirement. There is a silver lining however - these uncertain times have created opportunities for advanced strategies. Learn how to leverage them with this FREE checklist. If you’re worried about what’s going on and want advice now, I reserve a few appointment slots each week. Call 904-834-2579 and book a complimentary 1-on-1 appointment and take control of your retirement.

[FREE] A Simple Checklist to Kick-Start a Work-Free Life!

06/25/2021

Retirement income unsteady? How to stop the wobbles.

06/24/2021

Not sure which option is best? Here's what to do