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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A quick look at how federal income taxes work.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When do you need a will? The answer is easy: Right Now.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It’s never a bad time to speak with your financial professional about changes in your situation.
Bucket lists don’t have to be for tomorrow.
What is your plan for health care during retirement?