At McKenzie Financial Services, 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. We are driven by a strong personal service commitment using a team approach and we work in conjunction with your current professional relationships while providing you with additional access to our resources. All in all, our goal is to help you succeed through planning, investing, and implementing smart financial solutions.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Purchasing homeowners insurance is critical for protecting your home.
Good employee health can be great for the company’s bottom line.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
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.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, cracking the code on bonds.