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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Is your estate in order? This short quiz may help you assess your overall strategy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Are you ready for retirement? Here are five words you should consider.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.