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.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What can be learned from the savings rate?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There’s a link between debt and stress.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A special needs trust helps care for a special needs child when you’re gone.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
Women must be ready to spend, on average, more years in retirement than men.