McLean Advisory Group

08/25/2026

Retirement planning comes with many questions, and sometimes it helps to talk them through in a comfortable setting, with the people you trust, before making any big decisions.

Our educational workshops cover topics like retirement income, taxes, estate planning, market uncertainty, and other financial concerns many families face as they prepare for retirement.

Whether you are local to Ocean County, Burlington County, Northern Atlantic County, or beyond, we would love to have you attend. You can learn more about our upcoming workshops at www.mcleanadvisorygroup.com/attend-an-event or by calling 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

08/14/2026

For many families, the hardest part of retirement planning is knowing where to begin.

Questions around income, taxes, healthcare, market risk, and legacy planning can feel overwhelming, especially with so much information coming from different places. Because of this, a lot of families end up having the same inquiries:

▪️Will our income last?
▪️How should we think about taxes?
▪️What happens if one spouse needs care?
▪️How do we leave money to our children?
▪️How much risk should we take now?

These are not only important conversations, but also heavy ones, so it’s okay if you don’t have all the answers right away. At McLean Advisory Group, we help families work through these questions with education, guidance, and a thoughtful long-term perspective.

You can reach us by calling 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

08/05/2026

Many people enter retirement with old employer plans, multiple accounts, and financial questions that have built up over time.

In these situations, the challenge is often understanding how everything fits together: where income will come from, how taxes may affect withdrawals, whether beneficiary decisions are up to date, and if their current strategy still reflects their long-term goals.

The most valuable planning conversations begin with getting organized, reviewing the moving pieces, and creating a clearer direction moving forward.

Learn more about our coordinated approach to retirement planning by visiting www.mcleanadvisorygroup.com.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

07/30/2026

Market headlines can change quickly, especially during periods of volatility. For retirees and those nearing retirement, that uncertainty can create added stress around income, investments, and long-term financial goals.

During times like these, it helps to focus on your personal goals, timeline, income needs, and comfort with risk rather than short-term noise.

Our team regularly hosts educational workshops designed to help families make more informed financial decisions with greater confidence. Learn more about upcoming workshops at www.mcleanadvisorygroup.com or by calling 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

07/21/2026

Taxes can play a major role in how much retirement income you actually keep.

Social Security benefits, IRA withdrawals, investment income, Roth strategies, charitable giving, and required distributions can all affect how much you may owe in taxes during retirement. Looking at these decisions together, rather than separately, can help create a more coordinated retirement strategy.

To learn more about our approach, visit www.mcleanadvisorygroup.com or call 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

07/08/2026

Estate planning goes beyond paperwork; it is a family conversation. These conversations are not always easy, but they often involve important decisions about your wishes, your family, and the legacy you want to leave behind.

Taking the time to plan now provides more clarity and direction for the people you care about most. Our Dynasty planning focus is centered on helping families think through legacy preservation and smoother wealth transfer.

Start the legacy conversation today at www.mcleanadvisorygroup.com.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

07/02/2026

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history, service, and shared values that shape our country! We wish each of you a memorable holiday with family and friends.

Please note that our office will be closed on Friday, July 3rd, in observance of Independence Day. We will reopen and return to regular business hours on Monday, July 6th.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

06/23/2026

Retirement planning can sometimes feel like a game of “Three Blind Mice” when important financial decisions are happening in separate conversations.

Your advisor may focus on investments, your CPA on taxes, and your estate attorney on wills, trusts, and legacy planning. Individually, each piece serves an important purpose. But when these plans are handled separately, important gaps can be left unaddressed.

At McLean Advisory Group, we bring these conversations together so you can see the whole picture with greater clarity and confidence.

Ready to coordinate the whole plan? Visit www.mcleanadvisorygroup.com or call 609-488-4646 to start the conversation.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

06/16/2026

When you are nearing or living in retirement, there can be a lot to sort through, between income planning, estate conversations, tax coordination, market questions, legacy goals, and family concerns.

In the middle of all those moving pieces, the first step can start to feel overwhelming. We’re here to remind you that it should not have to.

Thoughtful planning is about more than account balances, investment performance, or retirement income projections alone. It should also reflect your lifestyle, your priorities, the people you care about, and the future you want to build.

That is why we look at your financial picture as a whole and help you understand how the different pieces of your retirement plan may work together.

Start with the whole picture. Visit www.mcleanadvisorygroup.com or call 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

05/26/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.