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Welcome to our website, where you’ll find a wealth of financial information.

FLIPBOOKS

You can review interesting Flipbooks on my site.

Learn More

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to macfinwealth.com where you'll find a wealth of information in the form of videos, flipbooks, articles, newsletters and calculators to help educate you on basic financial topics. 

We have created the website to help you gain a better understanding of the concepts behind financial planning. This includes the following subjects: budgeting, saving, investing, asset  management, and retirement and estate planning.

We hope your visits here will help you understand the opportunities and potential rewards that are available to you when you take a proactive approach to your personal financial situation.

We update our articles frequently so please take advantage of this resource and visit us often!

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Disability Income Insurance

How much Disability Income Insurance do you need?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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