Our Director of Retirement Research, Dr. Wade Pfau, was recently named one of InvestmentNews’ Icons & Innovators of 2016. According to IN, the list recognizes the people who have “shaped…
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McLean Asset Management is proud to announce that it was included in the Financial Times 300---an annual list of the top 300 US registered investment advisors (RIAs). In compiling their list, the...
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I recently sat down for an interview with Mr. Everyday Dollar to discuss saving for retirement, the 4% rule, early retirement, safe withdrawal rates, and more. You can read the…
I was recently quoted in an article from Fiduciary News that discussed small to medium-sized businesses (SMBs) and why they may or may not offer a 401k plan as part...
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We were proud to see our Director of Retirement Research, Dr. Wade Pfau, on the Wall Street Journal's list of the top five most popular retirement posts from WSJ's Experts....
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Congratulations to our Director of Retirement Research, Dr. Wade Pfau, on being recognized as the fifth most prolific financial planning author of the last ten years and the tenth most prolific...
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Our Director of Retirement Research, Dr. Wade Pfau, was recently interviewed on Real Money with Dave Holland regarding recent Social Security changes and how to optimize SS benefits. Listen Here...
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To ensure the basics are covered, healthy retirees could potentially use a portion of their modest portfolio to buy a plain-vanilla annuity, where you give money to an insurer in exchange for a guaranteed stream of income that starts immediately or at some future date.
McLean’s Managing Principal, Alex Murguia, was recently interviewed by Josh Jalinski, the “Financial Quarterback,” on WOR 710 AM. They discussed everything from value metrics to how technology can help you plan…
By Ian McGugan Globe and Mail Accumulating wealth is a challenge. But “decumulating” it can be trickier still. The problem is that you don’t know many of the key elements…
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