Resources & Videos

We have a wealth of resources on our website available to our clients including videos, calculators, articles, slideshows & E-books. At McCaffrey Wealth Management, we hope to help our clients better understand many financial topics & the challenges that many face when planning for their future. Please explore our informational resources & if something peeks your interest or if you have any questions, please don't hesitate to email, call or schedule a time with us to discuss.

Interactive Resources

View our library of educational videos on a wide variety of financial topics

All Videos

Peruse hundreds of articles discussing financial topics important to you

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Enjoy all our slideshow presentations covering financial topics of interest

All Presentations

Our many financial calculators will add an accurate perspective to reaching your financial goals

All Calculators

Resources by Topic

Manage personal affairs while you're alive and control the distribution of wealth upon your death.


A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.


Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.


How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.


Managing your money involves more than simply making and following a budget.


Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.


Understanding tax strategies can potentially help you better manage your overall tax situation.


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