McLean Asset Management

We’re proud to share that Jessica Wunder, CFP®, CRPC®, RICP®, has been named Managing Principal! Since joining the firm in 2012, Jessica has distinguished herself as a nationally recognized leader in retirement income planning and a fierce advocate for her clients, guiding them through life’s most complex financial decisions with clarity and confidence. Jessica’s appointment…

Year-end is when small moves can still lower next April’s bill. This is intended to highlight actions you can take before December 31 that impact your taxes. As this is a general overview for educational purposes, we recommend you consult your professional advisors before implementing any strategy to ensure alignment with your personal circumstances and…

The One Big Beautiful Bill Act (OBBBA) legislation, passed by Congress in mid-2025, introduced many changes that impact how you consider taxes within the context of your overall financial plan. Ultimately, while many of the individual provisions under OBBBA are relatively minor changes from existing law, together they represent a substantial shift in tax policy…

Tax planning in retirement is less about chasing the lowest possible tax bill in any single year and more about balancing what you pay now against what you’ll likely owe later. The real challenge is to manage your income in a way that maximizes after-tax spending power over the course of your retirement, while avoiding…

While market ups and downs are part of investing, they can also open doors to tax savings. Even though volatility can feel uncomfortable, two tax strategies allow you to turn market swings into an advantage: tax loss harvesting and tax gain harvesting. Harvesting Tax Losses Tax loss harvesting means selling investments that have dropped in…

Northern Virginia Magazine has named Jessica Wunder a 2025 Top Financial Professional! To compile the Top Financial Professionals listing, surveys were sent to Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The Northern Virginia Magazine team then vetted those nominated by consulting various publications…

Comparisons are a natural part of how we measure progress. Students look at class averages to see how they did on an exam. Runners check their pace against others in a race. Even in everyday life, we notice what neighbors, coworkers, or friends are doing to help gauge our own path forward. These comparisons can…

When it comes to investing, people often want a simple answer to a complex question: How is my portfolio doing? The truth is that most of your results ultimately depend on how you’ve chosen to structure your portfolio. Your choices, such as allocation between stocks and bonds, your balance between U.S. and international markets, and…

Retirement income planning is one of the most important challenges in financial services today. People are living longer, traditional pensions are less common, and Social Security alone often does not provide enough to cover the lifestyle many retirees hope to maintain. The responsibility now falls on individuals to turn their accumulated savings into a reliable…