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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
That big list of dreams and goals isn't the only way to look at your bucket list.
You’ve made investments your whole life. Work with us to help make the most of them.