MacLean Wealth Management

The 5 Worst Money Myths People Still Believe Many of the money "rules" aren't rules at all, they're mostly myths. From renting is throwing your money away or lattes will keep you poor, we tackle five bad myths.

The Rule of 55: The Overlooked Path to an Early Retirement The Rule of 55 is an IRS provision that may allow penalty-free withdrawals from workplace retirement plans beginning at age 55. Here’s an overview.

The Fed Just Lowered Rates—Should You Refinance Your Mortgage Now? The Fed’s cut makes refinancing tempting, though the reality may surprise homeowners weighing the move.

Market Week: September 22, 2025 The latest issue of Market Week is available.

The Federal Reserve Cut Interest Rates For the First Time This Year. Here's What It Means For Credit Cards and Mortgage Rates. Officials indicate there could be two more cuts before the end of the year. Here's what to know.

Alternative Investments May Be Coming to 401(k) Plans President Trump has signed an executive order that may allow retirement savers access to alternative investments.

Mortgage Rates Drop the Most in a Year. A Big Test Comes Next Week. Mortgage rates dropped the most in a year this past week, and the decline could push more buyers to purchase a home—if the lower rate holds.

Understanding Personal Tax Credits By claiming personal tax credits on your federal income tax return, you may be able to significantly reduce your tax liability. Here's a look at some of the federal tax credits that are available and the eligibility requirements that apply.

Retirement Plans for Small Businesses If you are investigating various employer-sponsored retirement plans for your business, keep in mind that each plan has advantages and disadvantages. Ask a plan professional to help you determine which plan will work best for your business.

Year-End Tax Planning Basics The window of opportunity for many tax-saving moves closes on December 31.

Social Security Disability Benefits You probably don't expect to become disabled, but if you do, you may qualify for Social Security benefits.

How To Be Human In The Age Of AI The question is not whether AI will be everywhere. It will. The real question is whether it will make our lives better.