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All Thought Leadership Posts

Sep 23 2016
0

What Does Medicare Cover? (And Other Frequently Asked Medicare Questions)

By Rob Cordeau | RR Transfer, Investment Advice, Retirement Insights, Financial Planning, Healthy Aging | No Comments

We get a lot of questions from clients and non-clients about what Medicare is and what it covers. Here are our answers to the Medicare questions we get the most. …

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Jan 07 2016
0

Financial Deadlines You Don’t Want to Miss in 2016

By Rob Cordeau | Investment Advice, Retirement Insights | No Comments
Jump to a date: January 15 January 31 April 1 April 18 April 30 June 15 June 30 September 15 September 30 October 15 October 17 November 1 December 7...
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Nov 23 2015
0

Five Financial Moves the Sandwich Generation Should Make

By Rob Cordeau | Investment Advice, Retirement Insights | No Comments

This article is an excerpt from our ebook “Taking Care of Your Finances While Taking Care of Your Aging Parents,” which you can download here. If you are “sandwiched” between…

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Nov 06 2015
0

REVIEW: You Can Now Sign Up for Obama’s myRA Retirement Account

By Rob Cordeau | Investment Advice, Retirement Insights, Weekly Review | No Comments

You can now sign up for Obama’s myRA retirement account. The real question: Do you actually want to? For a small minority, it makes sense. In the President’s 2014 State…

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Oct 30 2015
0
maintaining your financial plan

Going the Distance: Three Things You Can Do to Maintain Your Financial Plan

By Rob Cordeau | Investment Advice, Retirement Insights | No Comments

The following article is an excerpt from our ebook “How to Develop a Successful Financial Plan and How an Advisor Can Help.” Think about your financial plan the way you might…

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Oct 23 2015
0

REVIEW: Don’t Lose Sleep Over The Medicare Premium Increase

By Rob Cordeau | Investment Advice, Retirement Insights, Weekly Review | No Comments

The headlines are dire: “Medicare Premiums to Soar/Spike/Skyrocket (insert eye-catching verb of choice here) For Millions of Seniors.” Some well intentioned folks are even spreading the myth that you should…

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Oct 23 2015
0
Understanding how assets get divided in a divorce

Understanding How Assets Get Divided in a Divorce

By Rob Cordeau | RR Transfer, Investment Advice, Retirement Insights | No Comments

Divorce is messy. Chances are you and your spouse live in the same house and have built a portfolio together. Now you have to divide the wealth you’ve accumulated. This…

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Oct 16 2015
0

Organizing Your Finances with a Disability

By Rob Cordeau | RR Transfer, Investment Advice, Retirement Insights | No Comments

Living with a disability is expensive. You might have to purchase expensive assistive technology and/or make regular hospital visits. If you are living with a disability, incorporate these seven financial…

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Oct 15 2015
0
Organizing Your Finances with a Special Needs Child

Organizing Your Finances with a Special Needs Child

By Rob Cordeau | Investment Advice, Retirement Insights | No Comments

When children enter the picture, you need a far-reaching financial plan. But when your child has special needs, you need a financial plan that extends even further. Depending on your…

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Oct 14 2015
0
What's really going to happen when social security runs out of money?

What’s Really Going to Happen When Social Security Runs out of Money?

By Rob Cordeau | RR Transfer, Investment Advice, Retirement Insights | No Comments

I just read through the 257-page, 2015 edition of the annual social security trustees report. Ok, maybe not the whole report. I skimmed over some most all of the boring…

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Quote of the Day

“Fund investors are confident that they can easily select superior fund managers. They are wrong.”

— John Bogle

Our Latest Thinking

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    What Happened With GameStop? February 5, 2021
  • GME and WallStreetBets
    What Does the GameStop Kerfuffle Mean? February 5, 2021
  • Occam’s – Is the Value Premium Pining for the Fjords? January 15, 2021

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locations_VA 1900 Gallows Rd, Suite 350, Tysons, VA 22182
P: (703) 827-0636 | F: (703) 556-8628

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P: (603) 413-6060 | F: (703) 556-8628

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About McLean Asset Management Corporation

Headquartered in Tysons, Virginia, and with offices in New Hampshire, McLean Asset Management Corporation was founded in 1984 and offers retirement planning, including wealth management and investment advice, to individuals and employer retirement plans. We are registered investment advisers who take seriously our Fiduciary Standard of Care duties.

© 2021 McLean Asset Management. All rights reserved.
Privacy Policy | Disclosure | Business Continuity Plan | Form ADV 2A | Form ADV 3

  • For Individuals
    • Retirement Income Distribution
    • Creating and Maintaining Your Portfolio
    • Wealth Management
  • For Employers
    • Overview
    • Business Owners
    • Simplify Your 401(k)
    • Risk Management
    • Working with McLean
    • Retirement Plan Process
  • About McLean
    • Our Process
    • Your Team
    • Giving Back
  • Blog
    • Investment Advice
    • Retirement Insights
    • Occam’s Razor