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.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?