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375 Newville Road  
Newburg, PA 17240


Send Mail to:   PO Box 112


Newburg, PA 17240

Phone:

717.423.5374 (tf) 833.907.6553

Fax:

717.423.5372

E-mail:

Calculators

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Welcome to the McMullen Wealth & Retirement Management Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with the skilled professionals of McMullen Wealth to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Explores how investment strategy changes once retirement begins.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Describes financial burdens associated with end-of-life care and funerals.

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How Long Will Your Funds Last?

Estimate the future value of your current savings.

Use this calculator to determine whether you qualify for the different types of IRAs.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck