As the year winds down, it is an opportunity to check on the arrangements you usually don’t have to think about. A health plan you’ve relied on may be changing, a retirement withdrawal may still be outstanding, or someone named in your financial documents may no longer be the right person to help. These details…

As the days get shorter and the weather gets colder, staying connected can take more effort. Evening outings become less appealing, outdoor activities taper off, and casual conversations with neighbors may happen less often. Without other plans in place, spending more time at home can gradually turn into spending less time with people. That change…

The holiday season often brings a renewed desire to help others. You may want to support families in your community, give back to an organization that helped someone you love, or continue a family tradition of giving. Before considering the tax benefits, think about which organizations you want to support and why. Then establish a…

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. Download Quarterly…

Best Companies Group has named McLean Asset Management Corporation (McLean) a recipient of the 2026 Best Places to Work for Women Award. The awards are held in partnership with BridgeTower Media. McLean ranked 3rd in the Small Business Category. This program recognizes organizations that are employers of choice for high-quality female talent, highlighting their leadership…

Once you have been on Medicare for a few years, it is easy to let your coverage roll over without giving it much thought. You chose your plan, it has worked reasonably well, and unless something has gone wrong, there may not seem to be much reason to revisit the decision. But the plan you…

By the time you file your tax return, most of the decisions that determine how much tax you owe have already been made. Your income has been earned, investments have been bought and sold, retirement account distributions have been taken, and charitable gifts have been made. Once December 31 passes, many of the opportunities you…

The first few years of retirement often provide more planning flexibility than people realize. With work income reduced or gone, Social Security potentially still a few years away, and required minimum distributions further in the future, retirees may have considerable control over where their spending comes from and how much taxable income they recognize along…

Putting a retirement plan together in advance forces you to envision the life you think you will live. The first few years tend to come into focus most clearly, with visions of travel, visiting family, pursuing hobbies, and finally enjoying the flexibility you spent decades working toward. Where you live is part of that picture,…