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Plymouth, WI 53073        (920) 892-4510
         
Should You Tap Retirement Savings to Fund College? When Do You Need a Will?

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.

Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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