MacKinstry Financial & Investments, LLC
Educators' Retirement Consulting
Today’s economic environment presents many challenges. Along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement or looking to better understand certain investment ideas, we can help you address your most pressing money concerns.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of MacKinstry Financial’s foundation of success.
Our website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our site, please feel free to send me a note regarding any questions you may have about any specific investment concepts or services that we offer. We'll get back to you quickly with an answer.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Tips on insuring your teen driver.
What can be learned from the savings rate?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?