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Saving for Retirement: Tip 1

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and McGee Wealth...

Counteracting Capital Gains with Tax-Loss Harvesting

Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't get rid of your losses, it can help you manage your tax liability. Keep in mind that this...

Spring Cataloging

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and McGee Wealth...

The Pre-Retirement Checklist

HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of ten crucial steps...

Tax Time for a Fresh Start

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and McGee Wealth...

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McGee Wealth Management
848 Dominion Drive, Suite 100
Katy, Texas 77450

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Wed: 9am - 5pm
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