Meehan Capital Advisors

10/13/2026

Financial planning during your working years is far simpler than financial planning during your retirement.

Most advisors can handle the working years.

Few advisors are expert enough to handle the retirement years.

During your working years, you have the time and income to out-earn your mistakes.

But in retirement, one small mistake could cost you a lifetime of hard work. And you cannot rewind the clock.

If you’re approaching retirement, or in retirement, make sure you devote the time to address these issues.

An ounce of planning is worth a pound of regret.

10/08/2026

Don't let politics infiltrate your portfolio!

Politics are emotional. Investing shouldn't be.

Markets have endured election cycles, policy changes, wars, recessions, pandemics, and countless headlines.

Through it all, disciplined investors who stayed focused on their long-term plan have typically been rewarded.

Your portfolio doesn't care who you voted for. It cares about diversification, discipline, and time.

10/06/2026

10/02/2026

Last week I spent several days chasing elk in the mountains.

I came home tired, sore, humbled... and without an elk.

As I reflected on the trip, I realized how many lessons from the hunt apply directly to building long-term financial success.

Neither the mountains nor the markets guarantee results. Both require preparation, discipline, patience, and the ability to keep moving forward when things are not going your way.

Here are the lessons elk hunting reminded me about success, both in the field and in life.

Which lesson resonates with you most?

10/01/2026

Retirement shouldn't be the first time you discover how much of your nest egg belongs to the IRS.

For decades, many investors diligently saved into pre-tax retirement accounts, only to find that Required Minimum Distributions can create unexpected tax consequences later in life.

The good news? You're not necessarily stuck. With proactive planning, strategies such as tax bracket management, QCDs, QLACs, and legacy planning can help reduce the impact and create better outcomes for your family.

The key is having a plan before the tax trap becomes a reality.

09/29/2026

09/23/2026

09/17/2026

Most real estate investors own two types of properties: assets they'd sell if the timing and price were right, and assets they'd never sell at any price.

The problem? Too many families treat both the same in their financial and estate plans.

Whether it's a family cabin, a trophy property, or land that's meant to stay in the family for generations, legacy assets require intentional planning. Without it, heirs may be forced to divide, sell, or liquidate the very assets you spent a lifetime building and protecting.

True financial planning isn't just about growing wealth. It's about preserving your values, your vision, and your legacy.

Don't let procrastination decide the future of your life's work.

09/15/2026

09/10/2026

One of the biggest retirement mistakes isn't spending too much. It's spending too little when your health, energy, and freedom are at their peak.

Many retirement plans assume the same inflation-adjusted income for life, but real life doesn't work that way.

Most retirees naturally spend more during their go-go years and less as they age. By planning for that reality, you may be able to enjoy more experiences, create more memories, and get greater value from your money when it matters most.

The key isn't permission to spend. It's having the confidence to spend, backed by a thoughtful financial plan.

If you'd like to explore what this could mean for your retirement, let's talk.