At McRae Capital, we understand that some of the principles behind investing and managing family costs can be a little hard to grasp at first. So we’ve put together some helpful videos for you that hopefully make the concepts a little clearer. As always, don’t hesitate to reach out if you have any questions.
The History of McRae Capital Management
Rod McRae started McRae Capital Management more than 39 years ago. Hear him explain the principles he built this company on, including solid fundamentals and a personal touch.
Saving for College
For Mom and Dad, the end of each school year is just another reminder of those dreaded looming costs of college. For the parents of college-bound children in your life, we’ve put together a concise guide to exactly how to navigate these tricky waters.
Starting a Family
Starting a family is a wonderful time of life. Whether you and your partner are just starting to think about it, or whether your first little one is already on the way, this life stage brings a host of new responsibilities and a number of important new financial decisions.
You need to take care of yourself, and make sure you’re enjoying your retirement, and not stress too much about your kids and grandchildren. But if you’re as thoughtful now as you’ve been along the way, it’s time to make some decision around exactly what you want to happen after you’re gone. This is estate planning, and it is a whole new ballgame.
The person who left you the inheritance no doubt intended it to be a positive force for good in your life. At McRae, we’ve spent decades guiding clients through tricky life transitions like this, and we can help you understand your options and responsibilities.
“Who is FICA and why are they taking all my money?” You graduated school, perfected your resume, aced the interview and landed a good job with a decent salary. To help you get started, we’ve put together this video to help explain many of the important decisions you need to make to get you started on the right financial track.
The Cocktail Party Syndrome
Learn why it’s a bad idea to get your investment advice at the company cocktail party.
The 60 Conversation
Retirement. Deciding when and how to retire is one of the most significant challenges you’ll ever face. Age 60, you now have the time to ensure a smooth transition to retirement. We can help you get the process started, with a frank discussion we call “The 60 Conversation.”
McRae Capital Management brings decades of long-term investing experience to bear for families, individuals, and corporate clients. If you have questions about anything, from general family budgeting to complex tax issues, from divorce to inheritance, from planning for college to planning for retirement and everything in between, just download our brochure or give us a call at 973-387-1080.