McLellan Financial Services

Having a great day with friends at Put-In -Bay!

While interest rates may ease this year, they will likely remain at elevated levels. Let’s connect if you’d like to discuss the opportunities outlined in this article.

Investing opportunities to consider when interest rates are high While higher interest rates have a negative reputation with investors, opportunities exist.

National Retirement Planning Week is here! It's a great reminder that it's never too early (or too late) to start planning for retirement.

As the dust settles on another tax season, we pause to extend our gratitude to the tax professionals who've worked tirelessly behind the scenes. Your dedication, expertise, and commitment to navigating the complexities of tax laws and regulations do not go unnoticed. To all tax professionals, your hard work lays the foundation for our financial security and success.

How important is your lifestyle to you? Is it important enough to protect it if you’re unable to work in the event of an injury or illness? Let’s talk about how to preserve your lifestyle if your ability to earn an income is interrupted.

If you earn too much to contribute directly to a Roth IRA, reach out to us for guidance on the appropriate strategy for your situation. We want to help you benefit from this tax-advantaged account.

Roth IRA strategies for high-income earners Roth IRAs are powerful retirement savings accounts.

Spring has sprung, and it's time for some spring cleaning! Not just for your home but your finances too. Reviewing your budget and financial plans can refresh your goals for the year ahead. Need tips on decluttering your finances? Let's chat!

Happy Birthday Dad…..great day today with all of your adult Grandchildren. Looking for many more! 🎉🍷🎂

Planning your retirement and wondering when to claim your Social Security benefits? At McLellan Financial Services, we're here to unravel the complexities and guide you through the decision-making process. We are here to empower you with the knowledge you need to make informed decisions.

A tax refund can help you fast-track the path to your financial goals. Let’s connect if you want help strategizing the different ways you can leverage yours.

7 ways to make your tax refund work for you How to use your tax refund to reach your financial goals

"Happy April Fools’ Day! Today reminds us not to take life too seriously. Got any harmless pranks up your sleeve? Share your funniest April Fools' moments with us! Remember, laughter is a key ingredient to a happy life.

Wishing everyone a joyful Easter! May this special day bring together family, friends, and loved ones to celebrate new beginnings and cherished traditions.

Our vision is to help you achieve financial success. We don't want you to just survive, we want you to thrive. We're here with innovative and customized financial solutions that can help you do just that.

Request a complimentary initial financial consultation with McLellan Financial Services Do you feel confident you're on track to reach your financial goals? Let’s discuss your financial future.

Take advantage of the increased contribution limits this year.

If it’s been a while since you’ve reviewed your life insurance strategy, it may be time for a refresher. In this article, Ameriprise Vice President of Retirement & Protection Strategies Kara Sherman shares four factors to keep in mind.

Four Ways Life Insurance Can Grow and Protect Your Wealth If you haven’t checked in on your life insurance strategy lately, now would be a good time to ensure you know how it can help beyond providing a death benefit.

Did you know that approximately 70% of people ages 65 and older will require long-term care sometime during their life? We can help you explore your options for long-term care insurance while helping you stay on track to accomplish your financial goals. https://bit.ly/3T6mpOp

Today marks the first day of spring!

Basketball is here and it's time to fill out those brackets!

Happy St. Patrick's Day from the team at McLellan Financial Services! We hope you are wearing your green today.

Have you filed your taxes yet? The countdown is on!

Are you protecting yourself online? Learn three of the most common types of cybercrime and tips to help you stay safe.

Types of identity theft: Cybercrime Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise protects your information.

March marks the start of the homebuying season! Whether you're buying your first home or investing in property, McLellan Financial Services is here to guide you through the process. From securing the best mortgage rates to planning for your future, we make your homebuying journey smooth and rewarding. Let's turn your dream home into a reality this spring.

With McLellan Financial Services, you're not just getting an advisor; you're gaining a partner in comprehensive financial well-being. From investment strategies to retirement planning, we've got you covered. Let us support you in your financial journey.

https://bit.ly/48RD3pg

Don't forget to spring forward tonight.

Happy Friday!

Waiting for the sunshine to arrive in Michigan or looking for Spider-Man? You decide!

As you prepare for the 2023 tax season, we are available to partner with your tax professional to help make the filing process easier on you.

Actions to take before April’s tax filing deadline Minimize stress during the tax filing season with this checklist.

Leap Day – an extra 24 hours that comes only once every four years. It's a rare chance to take bold leaps and embrace new adventures. What's your plan for this bonus day? Make it count.