As families enter their 50s and beyond, financial planning becomes more complex with retirement, health care, and estate planning taking center stage. McFee Financial emphasizes the value of proactive strategies to maintain stability, preserve wealth, and ease the transition into retirement. Here are some considerations to help families prepare for the future.

Is a Backdoor Roth IRA Right for You? Discover the benefits, eligibility, and steps to boost your tax-free retirement income today.

There are so many ways to save for our children. Two of the most common ideas are the 529 Plan and the Unified Transfer to Minors Account (UTMA).

Is Filing for Social Security at 62 and Investing the Difference a Smart Move? Explore the pros, cons, and strategies to make the best decision for your financial future!

Understanding the Tax Cuts & Jobs Act. Discover how recent changes could impact your tax planning and financial future. Stay informed and make the most of these tax opportunities!

The U.S. Dollar’s Role as the Global Reserve Currency: How It Shapes International Markets and What the Future Holds.