Carl McBean
For over 20 years Carl McBean has operated in the Independent Broker Dealer Channel in South Florida.
As a Financial Services Professional the focus is on Retirement Plan solutions including 401(k), 403(B) , 457, TSP Plans, IRAs, Rollover IRAs, Life Insurance, Long Term Asset Care and Disability Income insurance to individuals and small businesses.
The goal of our team is to match suitable solutions to the best interest of the clients.
We are passionate about helping individuals and small business owners manage their longevity risk. with appropriate tools such as Variable and Fixed Annuities, Life Insurance and Mutual Funds.
We want clients that engage our services to find added value while viewing the total picture and helping to ensure that estate plans are in place.
Our practice is committed to implementing fiscal strategies that assist individuals especially women to prepare for their ever increasing role as head of the household.
We welcome the opportunity to offer a free consultation and to help to determine the accuracy of your path toward achieving fiscal independence.
Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?