McKenzie Financial Services is founded on the principle of developing strong relationships with our clients, thus enabling us to assist in coordinating all stages of your financial life. We are driven by a strong personal service commitment that employs a team approach, working in conjunction with your current professional relationships and providing you with additional access to our resources; that has earned McKenzie Financial a reputation for excellence.
Our mission is to help you take control of your future by developing a plan and working with you along the way to pursue your financial goals.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Second marriages are a trigger event to revisit any existing estate strategies.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.