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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Read this overview to learn how financial advisors are compensated.
One of the most common questions people ask about Social Security is when they should start taking benefits.
For many, retirement includes contributing their time and talents to an organization in need.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
For women, retirement strategy is a long race. It’s helpful to know the route.
What if instead of buying that vacation home, you invested the money?
There are a few things to consider when buying or leasing your next vehicle.