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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How literate are you when it comes to your finances? Brush up with these five basics.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Do you have an estate strategy? You should.
Try these activities to keep your brain sharp.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Five phases to changing unhealthy behaviors.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.