Welcome to our page! We look forward to giving you tips and up to date information that is relevant to retirement & tax planning! Enjoy!
Today’s #retirement is more active than ever.
What would you do with an extra year? Retiring one year later means one extra year to save, one extra year for those savings to potentially grow and compound, and one less year of retirement to fund. It might be worth considering.
Make #retirement saving a priority. Parents may want to prioritize #saving for retirement over paying college tuition. Helping one’s child with #college costs is great, but not if it places their retirement at risk.
Medicare Part B premiums have been announced for 2020, and guess what? They are higher. Forbes has the details: https://tinyurl.com/w37vbhh
FORBES.COM
Medicare Part B Premiums Rise 7% In 2020, With Premiums For Highest-Income Couples Nearing $12,000 A Year
All of us at McLean Advisory Group would like to take a moment to remember all of those who lost their lives on 9/11 and honor the heroes who fought to save lives.
Got the #bucket list written down? Make sure you have a bucket plan to go with it! Read our article: https://www.mcleantaxadvisory.com/resource-center/retirement/a-bucket-plan-to-go-with-your-bucket-list
MCLEANTAXADVISORY.COM
A Bucket Plan to Go with Your Bucket List
Did you know? The gender wage gap can have an impact on a woman’s preparation for retirement. We can help potentially make sure women are prepared for what may lie ahead. Call us!
According to Bloomberg, almost 19% of people 65 or older were working either full- or part-time as of 2017. Some 20% of workers overall say they’ll never be able to retire. Want to know if you are financially ready to retire? Let us know if you would like a retirement analysis.
Did you know? #Estate planning is important for everyone, no matter what #income level. A good estate strategy starts with an #honest conversation. Reach out, and let’s talk about your money’s future.
In 2020, the average monthly Social Security #benefit was only $1,503, which comes out to $18,036 per year. Having the other parts of retirement fill the gaps of #income is imperative. Are your other #investments allocated correctly to handle income withdrawals?
Many have voiced concern over the #elections and how it will affect the #stock market. Check out this article from TheBalance.com that reviews stock market history during previous elections: https://www.thebalance.com/presidential-elections-and-stock-market-returns-2388526
THEBALANCE.COM
The Influence of Presidential Elections on the Stock Market
Becoming disabled can potentially wreak havoc on one’s finances. Disability Insurance is one way to help fill that income gap. Read more about disability insurance here: https://www.mcleantaxadvisory.com/resource-center/insurance/disability-and-your-finances
MCLEANTAXADVISORY.COM
Disability and Your Finances
Do you need a #trust? This question is something that we hear quite often from our #clients. While it may be good for some, others it may be costly and a waste of time. Read our article in more detail: http://mcleantaxadvisory.com/resource-center/estate/a-living-trust-primer
MCLEANTAXADVISORY.COM
A Living Trust Primer
If you want to retire to another location, think about whether it makes sense for you #financially as well as socially. Will you be able to find part-time #work there, if needed? Could local economic factors make the area less affordable for you someday?
Data Entry
We are seeking detail oriented individual to join our team during our upcoming tax season. This is a temporary position for the months of February – mid-April. Hours and schedule can be flexible. Job responsibilities will include inputting 1040 data into our tax software and possibly additional administrative work.
Requirements:
Great typing skill (i.e. accuracy, speed)
Must be proficient in word, excel, google docs and basics of computers. Must be able to quickly learn new software applications and follow instructions.
Must be detail-oriented
Accounting Knowledge a plus.
MCLEAN ADVISORY GROUP
Tax Data Entry
Hope everyone has a happy and safe #halloween!
We are a drop off location for any food items for the Barnegat Rotary Club. Feel free to drop off anytime during office hours!
PATCH.COM
Barnegat Rotary Club Seeks Donations For Spring Food Drive
We pay money year after year to the Federal Government in taxes….but where does this money end up?
https://www.mcleantaxadvisory.com/resource-center/tax/what-do-your-taxes-pay-for
It’s tax time and our calendar is filling up already with appointments. Don’t procrastinate. Call us to book your appointment ahead of time at (609) 489-5200
We are now accepting tax appointments and food donations!! Donate today!!
Rotary Club of Barnegat
February 4 at 9:46 PM ·
Hey friends! It’s time for our spring food drive. Below are four locations in Barnegat and Waretown now accepting donations of non-perishable food items. If you’d like to make a monetary donation you may go to our website www.barnegatrotary.org and use our “click here to donate” it’s that easy! As always, thank you so much for your support!
Happy Groundhogs Day! May our winter be short and sweet!
