When Should You Claim Social Security Web Cover

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Our Director of Retirement Research, Dr. Wade Pfau, explores the differences between Social Security claiming strategies and the importance of when you claim.

I Want to Retire Soon

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This resource looks at tasks involved in preparing intelligently for the opportunities and challenges of retirement, plus a few important questions to help you get on track.

Taking Care of Your Finances While Taking Care of Your Aging Parents

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Taking care of aging parents is exhausting physically, emotionally and financially. This resource is our guide to handling your and your parents’ finances while they are under your care.

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The financial circumstances facing retirees differ dramatically from pre-retirees. Wade Pfau outlines seven financial challenges unique to retirees that must be taken into account when planning for retirement.

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Improve your investment experience with these 10 simple investing insights on taking the right risks, letting your portfolio work for you, investing without emotions, and more.

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Good financial planning decisions extend well beyond where and how you invest. Wade Pfau explores the question of whether professional financial advice is really worth it.

Wade's Top Retirement Insights Web Cover

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This compilation of Wade Pfau’s most widely read blog posts covers a variety of topics. It includes posts which introduced some of his most popular research articles, such as safe savings rate, getting on track for retirement, and the efficient frontier for retirement income. Other topics include compounding wealth growth, retiring from a position of strength, bond ladders, and Social Security claiming decisions.

Retirement Risks

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Building a retirement income strategy requires careful risk management. This collection from Wade Pfau investigates key retirement risks related to market volatility (with a list of the biggest stock and bond market drops around the world), the lifetime impact of sequence of returns risk , arguments about whether stocks are less risky or more risky in the long run, and the dangers of investing for income.

Spending From Investment Portfolios

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This set of posts from Wade Pfau covers highlights about retirement spending from an investment portfolio. It’s the domain of the “4% rule” and the first post discusses the origins for that retirement income strategy. Other topics include issues about why 4% is too simplistic, how advisors can add value for their clients, the impact of low interest rates on retirement spending, and other related topics.

How to Develop a Successful Financial Plan Download

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In this book, we discuss why it’s important to have a financial plan, how to implement and maintain one, and how a financial advisor can help you develop the plan that’s right for you.

How Adding a Financial Expert Pays Off download

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This book discusses how a financial advisor will help you set up your financial plan and then make sure it is implemented correctly and monitored regularly to ensure it stays on track.

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In this book, we describe how an advisor acts as a sounding board, insurance policy, quarterback, and as an independent voice to help you keep perspective.

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In this resource, we explore the not-so-glamorous daily life of advisors – what they do to manage your portfolio on a regular basis, how they make the decisions they do, and how they tackle some of the bigger issues regarding your portfolio.

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This resource seeks to answer these commonly asked questions: What is involved in the process of becoming a new McLean client? What will my relationship with my advisor look like?

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Want to get better at investing? Are you looking for simple, approachable ways to deepen your knowledge of the keys that create financial success? Using academic research and expert advice, this resource offers 12 principles for building wise, sustainable wealth.

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Download "Making the Markets Work for You"

The world of finance may seem complicated, but it doesn’t need to be. In fact, it can be incredibly simple if you ignore irrelevant noise and only focus on the elements that actually matter. This ebook seeks to separate the noise from the substance.

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Download "A Minimalist's Guide to Financial Markets"

Financial markets are complex. They contain an almost infinite number of moving parts that all play off each other. This ebook provides a basic framework for understanding the world of investing, which is essential for succeeding as an investor.

Finding the Right Retirement Plan Provider

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Finding a good retirement plan provider can be difficult, whether it’s your first time or you’re on the hunt for a new one. This ebook provides a guide to what you should be looking for in a provider, as well as what you should avoid.

Investing Through the Decades

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We took a balanced, long-term investing approach and applied it to market conditions in the ’70s, ’80s, ’90s, and ’00s to see if it holds up against the turbulence those decades experienced.

How Will You Pay for Retirement

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This resource digs into the details of successfully managing your money during retirement, as well as creating an estate plan and making your wishes known in regard to end-of-life health care.

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Our Managing Director of Employer Retirement Plans, Paula Friedman, lays out how to perform a thorough review of your corporate retirement plan to make sure the fees you’re paying are reasonable and your employees needs are being met.

What McLean Can Do for You

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Delegating tasks is an essential part of any well-run business. The same is true in your personal life. You don’t have time to give everything the attention it needs. McLean’s advisors give your financial future our whole attention.

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Every company has different goals for their retirement plan. A retirement plan advisor helps cater the plan to your specific needs. Paula Friedman explains how a properly managed retirement plan can accomplish a variety of objectives.

Sustainable Spending Rates Web Cover

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What is a sustainable distribution rate from an investment portfolio? This fundamental question cuts to the heart of distribution planning for a family office or endowment. Wade Pfau explores sustainable distribution rates, risks, and reasonable portfolio returns in several settings.