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Thursday, June 29, 2017

TIM MCDANIEL CHOSEN FOR INAUGURAL HD VEST ADVISOR COUNCIL Danville, KY --06-23-17-- Tim McDaniel, based in Danville, KY, was chosen to be a member of the 2017 HD Vest Advisor Council. Headquartered in the Greater Dallas, Texas area, HD...

 

Friday, December 30, 2016

McDaniel Announces New Hire Danville, KY – Tim McDaniel, CFP®, CPA of McDaniel Wealth Management, PLLC is pleased to announce the hiring of their newest team member, Myra White, MBA,CPA. “Our clients have a unique...

 

Monday, September 12, 2016

Julie Hall of Danville, has joined the McDaniel Wealth Management, PLLC team as the Front Desk Coordinator. “Julie is a great addition to our staff as she possesses an eagerness to learn and a friendly personality to work with...

 

Thursday, August 11, 2016

Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation Danville,KY – July 28,2016—Tim McDaniel, based in Danville was recognized by HD Vest at its recent Premier Advisors’ Forum...

 

Friday, May 20, 2016

Annual Event Brings Together HD Vest’s Top Field Leaders from Across the Nation May 16, 2016, Danville, KY — Tim McDaniel, a financial services professional in Danville, has been recognized as a Field Leader by HD Vest...

 

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Monday, May 16, 2016

 

Wednesday, April 6, 2016

7 Reasons a Roth IRA May Be a Good Idea for You or Someone You Love It's tax time! During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some Americans,...

 

Tuesday, March 29, 2016

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Monday, January 18, 2016

printable PDF. High Income Earners Can Participate in a ROTH IRA Have you ever known something was right for you and been told you couldn’t have it? It can be pretty frustrating. Many high-income earners,...

 

Friday, January 15, 2016

Dear Client, Most equity markets were positive for the fourth quarter. With the recovery, the S&P 500 barely squeezed out a positive return for 2015 following a return to volatility in the second half of the year. Unfortunately, the...

 

Wednesday, January 6, 2016

 

Friday, November 6, 2015

Congress just changed the Social Security benefit rules. On October 30, Capitol Hill lawmakers approved a two-year federal budget deal. As part of that agreement, they authorized the most significant change to Social Security policy...

 

Thursday, June 18, 2015

Danville, KY- Tim McDaniel, President and Founder of McDaniel Wealth Management, PLLC has recently accepted a position as a Director for the Danville-Boyle Chamber of Commerce Board.The Board of Directors for the Chamber of Commerce...

 

Thursday, May 7, 2015

The U.S. Department of Agriculture estimates a middle-income family with a child born in 2015 can expect to spend about $275,000 to raise that child to the age of 17.¹ That’s roughly equal to the median value of a new home...

 

Wednesday, December 3, 2014

It may not be the biggest box under the tree, but it is sure to be the SMARTEST gift they will receive this year. Consider contributing to an existing 529 college savings account or opening an account for your child or grandchild this...

 

Tuesday, October 7, 2014

No doubt you’re well aware of the volatility that has characterized the economic environment over the past five years. It’s little wonder that personal financial security is still uppermost in many peoples’ minds. They’re eager for...

 

Monday, August 4, 2014

MARKET COMMENTARY for August 4th, 2014Last week, investors took a long look at the crazy quilt of information and events around the world and decided they didn't like what they were seeing. Geopolitical tensions puckered a lot of...

 

Tuesday, July 1, 2014

Here at McDaniel Wealth Management, PLLC, we have what some would view as an unfair advantage in using a client's tax returns as a roadmap as part of our financial planning* and coaching process. Many firms provide investment service,...

 

Monday, April 21, 2014

IT MAY NOT COME AS A SURPRISE TO LEARN MEN AND WOMEN have different priorities and worries. A recent survey by U.S. Trust found wealthy women – those with $3 million or more in investable assets – have goals similar to those of wealthy...

 

Tuesday, March 25, 2014

Last Chance- Are You In?By setting aside more assets in tax advantaged accounts you may be able to further reduce your taxable income as well as increase your retirement fund. The April 15th, 2014 deadline for IRA contributions is...