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 with offices in Long Beach, CA and Clearwater, FL. 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
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
As a small business owner, you’re used to having to rely on yourself for everything from retirement planning to health insurance. Saving for your children’s college fund is no different. It may seem like a daunting task, yet there are strategies you can use to help fund your children’s education.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Without your knowing, your investment portfolio could be off-kilter.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Doing your research is key before buying a vacation home.