Meehan Capital Advisors

10/29/2026

The hardest part of financial planning isn't the math.

It's having the courage to schedule the first meeting.

For many people, that first meeting feels uncomfortable. You're talking about your money, your family, your dreams for the future, and sometimes the mistakes or fears that keep you awake at night. That requires trust, and trust can be difficult to give.

That's why our first meeting isn't about being sold. It's not about products, paperwork, or pressure. It's about listening. It’s about being HUMAN.

We believe the best financial plans begin when people feel safe enough to be honest about what they want their life to look like and what's standing in the way. Our job is simply to help you navigate the journey.

10/22/2026

What began as a local practice has grown largely through referrals from clients, CPAs, attorneys, business owners, and families we've been privileged to serve.

Today, Meehan Capital helps more than 500 households across 23 states navigate wealth management, tax planning, retirement planning, estate planning, business planning, and risk management.

We remain grateful for the trust our clients place in us every day.

10/20/2026

Vote with your head & heart – not with your money.

Politics can be emotional – but investing cannot be.

Do not allow politics to infiltrate your portfolio.

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