Financial exploitation has evolved far beyond the obvious scams of years past. Today’s schemes are polished, personal, and designed to look legitimate at first glance. They show up through text messages, emails, voicemail, social media, and even websites that mirror the real thing. You can be sharp, organized, and tech-savvy and still get targeted. The…

Estate planning has a reputation for being something you deal with only when life forces the issue. It can feel emotional, technical, or simply like a task for another day. But once you understand what a plan can do for you and your family, it becomes much less of a chore and more of a…

Caregiving rarely announces itself with a big moment. More often, it starts with small shifts. You offer to handle a parent’s online pharmacy because the refill system “looks confusing.” You start attending doctor appointments to take notes and help make sense of the medical alphabet soup. Before long, you realize you are coordinating care, managing…

As the year winds down, generosity tends to take center stage. The holidays remind us to pause, reflect, and share what we have with others. But giving is more than a seasonal tradition; it’s an experience that benefits both the recipient and the giver. Research shows that acts of generosity can boost happiness, reduce stress,…

A donor-advised fund, or DAF, is one of the more flexible and tax-efficient tools available for charitable giving. It allows you to contribute cash, appreciated securities, or other permitted assets, receive an immediate tax deduction, and then recommend grants from the fund to your favorite charities over time. The money you contribute can be invested…

Every fall, millions of retirees face the same question: Should I change my Medicare plan? Medicare’s Annual Enrollment Period (AEP), also known as Open Enrollment, runs from October 15 through December 7, and offers a brief but powerful opportunity to reassess your coverage for the year ahead. For many retirees, Medicare isn’t a “set it…

Alana Light, CFP®, RICP®, has been recognized as a 2025 Five Star Wealth Manager. This award was issued on October 15, 2025, for the period January 15 to August 1, 2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star…

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 inaugural 2025 Best Places to Work for Women Award. The awards are held in partnership with BridgeTower Media. McLean ranked 16th in the Small Business Category. This program recognizes organizations that are employers of choice for high-quality female talent, highlighting their…