Understanding Today’s Financial Environment
Welcome, I’m Gerald Clancey, a financial and tax professional in Steubenville, Ohio. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals at Clancey Financial Services have years of experience in tax preparation and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Please call (740) 264-9522 for an appointment.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A look inside the U.S. government's statistics on household net worth.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Military families face unique challenges, making personal finance even more critical.
A letter of instructions provides additional and more personal information regarding your estate.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It's easy to let investments accumulate like the junk in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?