Tom McLean is committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering personalized service and knowledge.
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Your credit score may influence how much you pay for auto and home insurance.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
When it comes to generational differences, knowing the facts can be difficult.
This attention-grabbing infographic covers retirement topics you may not have considered.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Understanding the types of extended care services—and what those services could cost—may be critical.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
For women, retirement strategy is a long race. It’s helpful to know the route.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A special needs trust helps care for a special needs child when you’re gone.
There are thousands of ETFs available. Should you invest in them?
