Doug MacLean - Moneco Advisors @MacleanWealth
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (https://t.co/F22kcrNRcf) / SIPC (https://t.co/gevK41V9Pe). monecoadvisors.com/team/doug-macl… New Canaan, CT Joined February 2023-
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Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2024 and 2025. tinybfs.com/t/qoXCeO
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The latest issue of Market Week is available. tinybfs.com/t/aJE24Y
529 college savings plans offer a unique combination of features that no other college savings option can match. tinybfs.com/t/yzocoX
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The FAFSA for the 2026-2027 school year opens on October 1. Here's what you need to know about completing the application. tinybfs.com/t/D3UMqw
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President Trump has signed an executive order that may allow retirement savers access to alternative investments. tinybfs.com/t/1A346l
"Time horizon" takes on a whole new meaning in retirement. tinybfs.com/t/Hz460v
See the top monthly expenses facing young adults in the U.S. after they move out of the family home. tinybfs.com/t/fTl9r3
Tariffs and concerns about the U.S. trade deficit focus on trade in goods, so the importance of trade in services is often overlooked. tinybfs.com/t/x43qHj
While death is inevitable, you may be surprised at the high costs of dying. tinybfs.com/t/YSvIna
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding county. tinybfs.com/t/AyuSKA
Medicare Open Enrollment is your chance to make changes to your Medicare coverage. tinybfs.com/t/FjsYs6
A defensive strategy that focuses on value, low volatility, or dividends may help manage risk without giving up exposure to the growth potential of stocks. tinybfs.com/t/1aXac9
How smart are you about your retirement savings plan? Take this quiz to find out. tinybfs.com/t/lkNtAf
Here's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan and convert only the after-tax dollars to a Roth IRA. tinybfs.com/t/DWJN8v
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