Uncategorized

For years, many couples have spent more waking hours with coworkers than with each other. In addition to work schedules, there are meetings, commutes, business trips, children’s activities, errands, and countless responsibilities competing for attention. Life is busy, and then retirement arrives. One morning, two people who have spent decades building a life together find…

A surprising number of retirees discover that the hardest part of retirement isn’t figuring out whether they can afford it. It’s waking up six months later and realizing they aren’t quite sure what to do with themselves. Most retirement planning is focused on an important question: Can I afford to retire? Once that question has…

A retirement income plan has to do a lot of things well. It needs to generate reliable cash flow, hold up through market downturns, adapt as health and spending needs change, and last as long as you do. But one of the biggest risks to a retirement plan is the gap between the income you…

Every April, retirees review their tax returns and arrive at a number that feels like a summary of their tax situation: their average rate. It is a tidy figure. It tells you what percentage of your total income went to federal taxes for the year. The problem is that this number looks backward. It describes…

Taxes are one of the highest costs in retirement, and unlike market returns or inflation, they respond directly to how decisions are made. That responsiveness is the opportunity. But taking advantage of it requires more than isolated tax moves made one year at a time. It requires structure. The most common approach to retirement tax…

Jessica Wunder, a McLean Managing Principal, was recently ranked on the 2026 Best-In-State Wealth Advisors list. The annual list was published on April 7, 2026, by Forbes and SHOOK Research. The Best-In-State Wealth Advisors ranking, developed by SHOOK Research, is based on an algorithm of qualitative data learned through surveys and interviews conducted by telephone, in-person, and virtually…

The 2025 Annual Market Review features global equity and fixed income market performance for the year.   2025-annual-market-review Download Annual Market Review Have any questions about the review? Contact McLean

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Q1-2026-quarterly-market-review Download…

Housing decisions in retirement are rarely just about real estate. They sit at the intersection of lifestyle, health, and financial sustainability. In many cases, the success or failure of a retirement plan comes down to whether the home still fits the plan. A home provides comfort, familiarity, and a connection to the past. At the…