McLean Financial Planning & Investment Management, Inc.

McLean Financial Planning & Investment Management, Inc. Investment Management, Retirement Planning, Financial Planning

09/08/2026

Here's what happened when Neal Templin used AI to stress-test his own retirement plan. Overall, an impressive showing, but with some key mistakes and blind spots.

09/07/2026

Required IRA withdrawals begin at age 73 or 75, depending on your birth year, and each withdrawal is based on the previous year’s end balance.

09/07/2026

This as-told-to essay is based on a conversation with Teri Williams, president and chief operating officer of OneUnited Bank.

09/06/2026

Smart retirement-savings strategies can save a lot of taxes, if you can take advantage of them.

09/06/2026

Serious Americans are still committing serious money to Canadian projects.

09/05/2026

There's plenty of data showing younger people have a tougher time financially today than previous generations. But how are younger people doing with retirement savings?

09/05/2026

This as-told-to essay is based on a conversation with Craig Levey, an employment law attorney in Boston, about how employees can request leave from work for mental health reasons.

09/05/2026

For parents saving for their children, the tax rules are often more generous—and more flexible—than many people realize. Here are some answers to common questions about such giving.

09/04/2026

The OG of index funds is celebrating a milestone birthday. Investors should too.

09/04/2026

Private-placement life insurance is a customizable insurance contract that allows unlimited investments to grow tax-free.

Address

Mentor, OH
44060

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14403393550

Website

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