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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Knowing the rules may help you decide when to start benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how to set up your financial goals for success? This knight does.
Around the country, attitudes about retirement are shifting.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know these three personal finance sayings?