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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
However exciting retiring abroad may sound, it deserves considerable planning.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five phases to changing unhealthy behaviors.
There are common mistakes you can avoid when saving for retirement.
Beware of these traps that could upend your retirement.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Do you know these three personal finance sayings?
Here are five facts about Social Security that might surprise you.
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?