McLean Asset Management

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…

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…