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Welcome to the McMullen Wealth & Retirement Management Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with the skilled professionals of McMullen Wealth to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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