Welcome to
McLaughlin Asset Management, Inc.

Strategies for Wealth Accumulation,
Preservation & Distribution

 

 

As independent financial advisors working in a conflict-free environment, we are uniquely positioned to work solely in our clients' best interests providing

We believe our value is best delivered by becoming partners in our client's financial future as financial advisors and friends. Our most important asset is our long-standing relationships with our clients and we know we are only as successful as our clients are satisfied with our service.
 

WEALTH MANAGEMENT ACCOUNT ACCESS
 
 
Client Portal - access your personal wealth management website and document vault.
 
Performance Reporting - access your aggregate account performance reports.
 
Please contact Monica Lupinetti at ext. 14 if you would like assistance logging into your account.
 
 
 
 
 
 

 

                              

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

Overcoming Retirement Challenges

Four common obstacles to saving for retirement with suggestions on how to get back on track.

Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

Tips for Your 2014 Taxes

The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.

More Newsletters →