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515 East Mill Street Suite 3
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

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Can I Refinance My Mortgage?

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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