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’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Gaining a better understanding of municipal bonds makes more sense than ever.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A letter of instruction provides additional and more personal information regarding your estate.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Knowing the rules may help you decide when to start benefits.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.