Maclean Wealth Planning, A Retirement and Income Planning Advisory Firm
We provide retirement Income planning and wealth accumulation strategies for physicians and professionals.
Financial matters often take a back seat for physicians and dedicated professionals, when faced with the daily challenges of running a successful practice. Between patient care, the Affordable Care Act and keeping up with regulatory issues, there's little time to spare. The best education in the world doesn’t provide the tools necessary to address the all business realities associated with the practice of medicine or your financial well-being.
These planning shortfalls not only affect the family but often times, professional relationships as well. We address these unique retirement challenges facing physicians and professionals, bringing a comprehensive package of investment and insurance solutions to meet the wealth building and income demands of a sustainable, healthy retirement.
We understand your unique professional and personal commitment and the need for straight answers from someone you can trust.
Schedule your "Retirement Check-Up" today!
We're at your service:
Eric Maclean, ChFC®, CLU®, AIF®
Investment Advisor Representative
Chieko Maclean, CPA
Certified Public Accountant & Tax Planner
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Simple steps may help you foil hackers and protect your privacy.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How long does a $20 bill last?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?