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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Regardless of how you approach retirement, there are some things about it that might surprise you.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like the junk in a junk drawer.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you explored all of your choices when it comes to managing your taxable income?