Myles J. McHale, Jr. AIF®, CRPP®
Myles J. McHale Jr. is the President and Founder of Wealthcare Advisors and Consultants, LLC, with over 40 years of experience in financial services. Wealthcare provides proven and successful financial transitions for individuals and families. He has held leadership roles, including Senior Investment Officer and Regional President at US Bank, Wilmington Trust/M&T Bank, Fleet Investment Services, Chase Manhattan Bank and The Morgan Bank. He has been an Adjunct Instructor at Cannon Financial Institute for the past 15 years, sharing expertise in investment management, charitable foundation management and retirement services.
He continues to be a guest lecturer and commentator on these key topics throughout related media and at various colleges and universities.
Latest articles by Myles J. McHale, Jr. AIF®, CRPP®
-
How Your Financial Decisions Can Ripple Through RetirementEven something as simple as buying a new car can have wide-ranging consequences. This metaphor can help you understand your options.
By Myles J. McHale, Jr. AIF®, CRPP®
-
Why a Good Legacy Plan Covers Values, Not Just ValuablesLegacy planning integrates your values and stories with legal and tax strategies to ensure your influence benefits loved ones and good causes after you're gone.
By Myles J. McHale, Jr. AIF®, CRPP®
-
Social Security: Are You and Your Financial Adviser in Sync?Deciding when to claim Social Security is tricky if you and your adviser haven't thoroughly covered the topic. Here's how to ensure you're on the right track.
By Myles J. McHale, Jr. AIF®, CRPP®
-
Target-Date Fund Innovation: Built-In Income GuaranteesWith target-date funds falling short on income certainty, retirement plans should integrate guaranteed income solutions. Here is what participants can do.
By Myles J. McHale, Jr. AIF®, CRPP®
