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.
You’ve made investments your whole life. Work with us to help make the most of them.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
What does the Tax Reform and Jobs Act mean for you?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.