Financial Reports

Make Better Informed Decisions About Your Financial Future

At McKenzie Financial Group, we strive to keep you informed about the issues that could impact your quality of life in retirement. Through financial education, we believe you can make better, more well-informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you toward the retirement you’ve always envisioned. Whether you want to learn how to reduce your exposure to stock market risk or how fixed-income investments can help you generate reliable income for retirement, our financial reports are a great resource.

7 Risks to Your Retirement

Most of us look forward to retirement, imagining that we’ll get to relax and enjoy...

10 Signs You Are Working with a True Retirement Income Specialist

Not all financial advisors are created equal. Many say they specialize in retirement planning, but...

Annuities-Income for Life

You try to protect your car, home, and your health with insurance, but are you...

Are Your Allocations Right for RMDs?

There is an ideal order in which to pull from retirement accounts when taking IRS...

Are Your Allocations Right for Social Security

Nothing exists in a vacuum, meaning that even if you’ve determined the best time and...

Bonds vs Bond Mutual Funds

Since many of today’s financial advisors got into the business in the 1980s and 90s,...

Building Blocks of Retirement

Traditionally, the key to a financially solid retirement plan has been to save early, ideally...

Don’t Let Long-Term Care Be Your Financial Blindspot

It’s no secret that Americans are living longer than ever. While that’s great news, it...

Estate Planning Myths

Dispelling myths, rumors and misinformation is an ongoing battle for financial advisors. Estate planning is...

Guide to Aging

Working Americans at or approaching retirement age today face many unprecedented challenges unique to their...

Hard Lessons of the Stock Market

If you’re like most people, you believe there’s a great deal of truth in the...

How Much Do I Need to Retire

One of the first things people do once they get serious about planning and saving...

How to Give and Receive Charitable Contributions

Most people are aware that charitable contributions to qualified recipients are tax-deductible, provided they are...

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of McKenzie Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. McKenzie Financial Group and Sound Income Strategies, LLC are not associated entities.

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