by McCabe & Associates | Dec 22, 2025 | Investment Management, Retirement Planning
After the past 6 months of gains and new all-time highs in the stock market you may have forgotten about the near-bear market we experienced in April. For those of you who follow the markets closely, you may have noticed the first week of November resulting in...
by McCabe & Associates | Jun 27, 2025 | Financial Planning, Retirement Planning
In today’s world, filing for Social Security may seem like a standardized process. Many people think that the day they qualify for benefits is the day they need to file. However, you might want to think again. The decision you make today might affect the benefits...
by McCabe & Associates | Mar 27, 2025 | Financial Planning, Retirement Planning
This is a friendly reminder that the deadline for 2024 IRA contributions is April 15th, 2025. Here are a few questions to ask yourself before contributing: How much am I able to contribute this year? Will I be able to deduct my contribution? Am I over the...
by George C. McCabe, CPA | Aug 1, 2024 | Financial Planning, Investment Management, Retirement Planning
The best shift I have seen in the financial advisory industry is that we are moving away from selling products to providing advice. Value does not only come from the services your firm provides; rather, the ability to identify outside solutions that are...
by McCabe & Associates | Jul 2, 2024 | Education Planning, Investment Management, Retirement Planning
As many of you know, our founder Tim McCabe and Tom Wojcik recently retired after more than eighty combined years in our industry. As they prepared for retirement, we asked them to reflect upon their careers and to pass along some thoughts on their clients’ success...
by George C. McCabe, CPA | Feb 23, 2024 | Financial Planning, Lifestyle, Retirement Planning
Reviewing Your Beneficiaries: A Game of Many Levels During a recent review with a client, I was going over the beneficiaries on his accounts when the client mentioned, “We seem to cover this every few years. Nothing has changed and we don’t anticipate anything...
