McLean Financial Planning & Investment Management, Inc.

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

06/03/2026

Firm says its RTX Spark PC chip for Microsoft Windows will let AI agents replace the mouse and keyboard.

06/02/2026

Certain phrases in your company and job descriptions may signal a culture that's driving top talent away. Here's what to listen for — and how to fix it.

06/01/2026

Understanding the strategic power of "why" in entrepreneurial leadership.

06/01/2026

Don't ask your team to change; ask them to grow. Here's the difference — and how it helps us scale while maintaining culture.

05/31/2026

A new federal court ruling makes clear that business owners and executives can't expect confidentiality for legal discussions with AI, as they can with human attorneys.

05/31/2026

GMO says it sees a decade of near-zero returns for the 60/40 portfolio. The investment firm pointed to historically high valuations, which have driven the portfolio's outperformance. Growth stocks will likely see momentum slow, weighing on the classic mix of stocks and bonds

05/31/2026

Here are the steps you can take for your family when one spouse isn’t a U.S. citizen.

05/30/2026

Global diversification can be a powerful wealth strategy, but without proper tax planning, foreign investments can trigger complex reporting rules and costly IRS penalties that catch many investors off guard.

05/30/2026

Work was the one social place left in America. Then came AI.

05/30/2026

With long-term Treasury yields at their highest level since before the financial crisis, the case for shifting more of a portfolio out of stocks is stronger.

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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