Home » Articles » Our Stories – McCabe & Associates

Our Stories – McCabe & Associates

by | Jul 2, 2024

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 stories, lessons learned, and what final words of wisdom they had to pass on to future generations.  Our firm cannot thank them enough for the work they have done for our clients and their families.  We wish them nothing but the best as they join the ranks of our retired clients.

 

 

 

Click this link to see the full versions: https://tcmccabe.com/our-stories/

 

 

Tim McCabe is a registered representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer.  Advisory services offered through Advisornet Wealth Partners.  Cetera is under separate ownership from any other named entity.  Tom Wojcik is a non-registered associate with Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer.  9480 ENTERPRISE DR STE 1, MOKENA, IL 60448

 

 

Four Alternatives to Cash in Your Checking Account

When interest rates rose significantly in 2022, it changed the calculus for idle cash. Keeping large balances in checking for bill pay and convenience often means missing out on materially higher yields available elsewhere. Here are four practical, higher-yield...

Social Security: Exploring Your Options

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...

Building Your Wealth Bridge Book Cover
One of our advisors, George McCabe, CPA, wrote a guidebook for investors and other fellow financial advisors.

Download a free sample!
Book Sample Sidebar Form

Book a Call

Set up a meeting with our virtual family office to get a second opinion on financial planning needs.

Read More

When to Transfer Your Wealth

When to Transfer Your Wealth

Why Timing Your Wealth Transfer Matters One of the most important decisions affluent families face is when to transfer wealth to their children. Should you make gifts during your lifetime, or wait and leave assets as an inheritance? Each path carries distinct estate...

Three Reasons to Consider Anonymous Gifts

Three Reasons to Consider Anonymous Gifts

Anonymous charitable giving has risen over the past decade. For many donors—especially those with complex family, business, and community profiles—choosing to give without attribution can provide meaningful benefits. Below are three practical reasons to consider...

Medicare Plans

Medicare Plans

IS NOW THE TIME TO REVIEW YOUR MEDICARE PLANS?   When it comes to joining or switching Medicare plans, there are three different enrollment periods to consider:   Initial Enrollment Period (“IEP”)  When you first became eligible for joining a Medicare plan....