Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
I'm Glenn McKinney, a financial professional in Long Beach, CA. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.Contact Us
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A quick look at how federal income taxes work.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Here are five facts about Social Security that are important to keep in mind.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The item most homeowners forget on their home improvement project checklist is insurance.
There’s a link between debt and stress.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a quick guide to checking to see if you have unclaimed money.
A special needs trust helps care for a special needs child when you’re gone.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There’s an alarming difference between perception and reality for current and future retirees.