Safe & Secure Solutions for Today’s Environment
McLean Tax Advisory Group, LLC. is an independent, family owned practice built on the core values of trust, integrity, competency, and service. Scott S McLean, founder, has been navigating retirees through smooth and turbulent waters since 1983. McLean Tax Advisory Group offers simple insurance solutions to the complex retirement challenges people can face. They develop tax and insurance strategies to address your personal needs and prevent future concerns, to ultimately cultivate lasting peace of mind.
Helpful Content
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Debt Stress
There’s a link between debt and stress.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Rightsizing for Retirement
What does your home really cost?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.