BLOGS
Understanding Self Directed Brokerage Accounts and How Advisors Use Them to Create a Unified Plan
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, is the Director of McGee Wealth Management, a second‑generation wealth management firm based in […]
A Clearer Path Forward: What the OBBB Means for Your Financial Life in 2026
A Clearer Path Forward: What the OBBB Means for Your Financial Life in 2026
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, […]
When Equal Isn’t Always Fair
Estate planning for family businesses and farms requires more than dividing assets: it demands balancing relationships, responsibilities, and legacies.
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. […]
2026 Retirement Contribution Limits Are Here: What They Mean for Your Financial Plan
At McGee Wealth Management, we believe that financial confidence comes from clarity, consistency, and proactive planning. That’s why we’re breaking down the newly released IRS contribution limits for 2026, […]
Big News for Families: Dependent Care FSA Limits Are Increasing in 2026
As we head into benefit election season, there’s some great news for anyone managing childcare or other dependent care expenses. For the first time in more than 40 years, […]
New SECURE Act 2.0 Catch-Up Contribution Rules
Big Change Coming for 50+ Savers: New SECURE Act 2.0 Catch-Up Contribution Rules for Workplace Retirement Plans
If you are age 50 or older—or getting close—and you’re […]
