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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

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

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

Saving for College

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

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.

Investment Strategies for Retirement

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

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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