McLean Advisory Group

McLean Advisory Group Scott McLean and his team at Mclean Tax Advisory Group oversee the financial affairs of families in the Jersey Shore area.

By taking a holistic approach to retirement planning, he has been safely navigating retirees through smooth and turbulent financial waters since 1983. Scott’s specialized knowledge and experience allows him to offer simple solutions to the complex investment and financial challenges retirees face. Scott remains committed to educating his clients and community with workshops on timely topics relate

d to retirement. Retirement income planning, social security, estate planning, required minimum distribution planning and mistakes retirees make with their finances are some of the subjects. Scott has a weekly educational show on WBNJ called Financial Insanity and has also appeared on numerous radio and TV shows as a guest or host. McLean Advisory Group is a member of the Barnegat Chamber of Commerce and the Barnegat Rotary Club. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

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

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.Today, we rem...
05/25/2026

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.

Today, we remember those who gave everything. The men and women who served and never came home.

Some of us knew them. Some of us are here because of them.

However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means.

To the families carrying that loss: we honor them with you.


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

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
05/23/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Cap and gown season is here. 🎓A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳The late nig...
05/21/2026

Cap and gown season is here. 🎓

A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳

The late nights, the stress, the uncertainty about what comes next have all led to this moment.

To the parents and grandparents in the audience pretending they're not emotional: we get it. ❤️

For the new grads, a few things to consider as you start this next chapter:

➡️ Start investing as early as possible, even if it's small. Time is the one advantage you won't get back.

➡️ If your employer offers a retirement plan with a company match, take it. It's free money.

➡️ Build an emergency fund before you worry about investing. Three months of expenses is a good first goal.

➡️ Understand your student loans: what you owe, the interest rates, and when payments start.

➡️ Your first budget doesn't have to be perfect. It just has to exist.

The financial habits you build now will help form the foundation for your future.

Congrats, Class of 2026. 👏



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

Before retiring early, take a look at the cold, hard facts.
05/21/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When was the last time you updated your will?
05/19/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Who else has a pet that runs the household? 🙋May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something ...
05/18/2026

Who else has a pet that runs the household? 🙋

May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

They also can cost more than we expected, require more preparation than we anticipated, and somehow we'd do it all over again in a heartbeat.

If you have one, or three, or had one in the past, then you know. ❤️

Share a pic of your fur baby(ies)! 🐶



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

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/16/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Think you have to start claiming Social Security at 62?That's a myth that could cost you.Fidelity recently broke down th...
05/15/2026

Think you have to start claiming Social Security at 62?

That's a myth that could cost you.

Fidelity recently broke down this common misconception with the facts behind Social Security:

➡️ Claiming at 62 locks in a permanent 30 percent reduction compared to waiting until full retirement age.

➡️ Waiting from 62 to 70 can increase your monthly benefit by approximately 77 percent.

➡️ If you're divorced after 10+ years of marriage and haven't remarried, you may be entitled to 50 percent of your ex-spouse's benefit, and claiming it doesn't affect theirs at all.

➡️ Benefits are based on your highest 35 earning years, not just what you made before 65. Working past 65 can still improve your calculation.

➡️ Once you claim it, that's your benefit, adjusted only for cost-of-living increases.

The decision of when to claim is one of the most consequential decisions when preparing for retirement.

For a benefit designed to last 20, 30, or more years, the math is worth getting right. 📊


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

Address

516 Route 9
Waretown, NJ
08758

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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