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.
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?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There’s a link between debt and stress.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tips to avoid checking in luggage on your next vacation.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
Around the country, attitudes about retirement are shifting.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.