William R. McCloe, Jr CLTC

11/13/2017

11/13/2017

08/29/2015

Is it realistic to retire at age 65? Here's what 84% of people think.

Many of us are unsure about what to expect when it comes to planning for the future. Study after study in recent years indicates that many of us aren't...

08/28/2015

"An athlete cannot run with money in his pockets. He must run with hope in his heart and dreams in his head." ~Emil Zátopek

08/27/2015

What’s the most important thing we can prepare the next generation for?

08/25/2015

Find out why most millionaires have at least 3 income streams.

There are so many different ways for people to make money. But you don’t have to choose just one...

08/25/2015

If you didn’t have a serious need for a babysitter before, you do now:

It's important to make time to talk to your partner about your finances.

08/22/2015

Whether your retirement dream includes driving cross-country or opening a small business, I know you can achieve it. All it takes is a little advance planning.

Singles need to start taking control of their future by planning for retirement accordingly.

08/21/2015

Will you be ready to retire when the time comes? Get a head start on planning with this quick & easy quiz.

Take a few minutes to find out what type of questions you should be asking yourself to find a retirement solution that meets your needs.

08/20/2015

When it comes to strength, good news for is great news for you, via

With 2014 revenue of more than $38 billion, the company moved up to #297 from #324.

08/18/2015

Buy term and invest the difference? Find out which 3 flaws can make or break this popular strategy.

A new study uses economic models to reveal flaws in the buy-term-and-invest-the-difference concept.

08/18/2015

I bet you didn’t expect to see number 11 on this list.

This type of insurance is very important because it allows for peace of mind ...

08/15/2015

Questions about Social Security? You're not alone.

You can't adequately prepare for retirement without factoring Social Security into your plans. Here are answers to 3 questions that will help you make the best decision for you....

08/14/2015

The low-down on naming beneficiaries before buying life insurance:

You can protect your loved ones with life insurance -- just be careful with your beneficiaries.

08/13/2015

Back To School wasn’t this complicated when we were kids, was it? I love these tips.

Start the new year with back-to-school lesson plans, book lists, printables, and learning activities for early childhood, elementary, middle school, and high school grades.

08/11/2015

How old were you when you first purchased life insurance?

Mine began recently with a bunch of firsts: my first job; my first apartment; my first life insurance policy. I am now a 23-year-old single individual, with no dependents, with some disposable income — and a life insurance policyowner.

08/10/2015

Smart investors start by setting goals. What are some of yours?

Create your own strategy based on your own goals, risk tolerance, and psychological makeup.

08/01/2015

You’ve probably been hearing a lot about rollovers recently. With so many people changing jobs and switching careers today, it’s a very popular topic. If you haven’t moved your old 401(k) assets yet, now may be the time to consider a direct rollover. Please watch this brief video to understand why, and then let’s meet to discuss your specific situation.

That's right, New York Life does Rollovers. Whether you are interested in growing your retirement savings or putting in place some guarantees, we have the solutions you need. Let's talk about doing more with your qualified retirement assets.

07/31/2015

How can women empower themselves financially?

Clearly, many women have a deep insecurity about their finances and how to manage their money in a SMART and responsible way. So here are nine tips that I believe any woman should consider regarding her money.......

07/30/2015

Starting young is smart, but how much should you really save for retirement? CNN Money helps find an answer.

If you just graduated college and started your first job, how much of your paycheck should you be putting toward retirement?

07/29/2015

How will taxes affect your retirement? Thoughts on timing, tax-deferred growth, and tax efficiency.

Overview of the tax ramifications of retirement. It's important to consider retirement strategies that offer tax deferral or tax efficiency.

07/24/2015

The market is back up—for now. If you want to take some earnings off the table, here’s how to go about it.

If you've made money in the bull market, consider investing gains in life insurance policy.

07/24/2015

There’s little we won’t do for the ones we love--yet sometimes we need a reminder that the time to act is now. Contact me to learn how long-term care insurance from New York Life Insurance Company may help you protect what matters most.

Protect what matters to you

07/23/2015

Not sure how to discuss finances with your spouse? Make a night of it.

Regular financial dates give couples a chance to discuss everything from taxes, to what home improvements need to be made, to retirement planning.

07/22/2015

Making money moves can be scary. Here's how to build your financial confidence:

The older you get, the more confident you'll feel about your money, right? Actually, no. According to new research from LearnVest, it turns out that age doesn't necessarily correlate with financial confidence in the way you might expect.