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
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Three important factors when it comes to your financial life.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment 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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When markets shift, experienced investors stick to their strategy.
An amusing and whimsical look at behavioral finance best practices for investors.