BLOGS
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 […]
One Big Beautiful Bill
The One Big Beautiful Bill Act, or the Big Beautiful Bill, is a U.S. federal statute passed by the 119th United States Congress containing tax and spending policies that […]
White Elephant Inheritance
Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property requiring much care and expense yielding little profit” or, more […]
