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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Important items to consider when purchasing condo insurance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial advisor about changes in your situation.