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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Bonds may outperform stocks one year only to have stocks rebound the next.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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 helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?