McWilliams Financial is a full-service investment and financial consulting firm offering a broad range of investment solutions to help build and protect your wealth.

Good financial decisions do not have to be confusing. We provide straightforward investments and strategies to help you make the most of your money. Our staff is courteous & attentive, and we will assist you in creating effective long-term investment solutions.

OUR SERVICES: Tax-Efficient Investments • 401(k) Rollovers • Diversification Strategies • Efficient Frontier Models • Charitable Giving Strategies • Coordination with Legal & Tax Professionals • Retirement Income Planning •  Insurance and Annuity Services • Professional Money Management   

 
AS YOUR PERSONAL FINANCIAL PROFESSIONALS, WE WILL:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Help you achieve greater wealth & tax efficiency
  • Monitor your financial progress and deliver timely information  

McWilliams Financial created this website to introduce you to our philosophy and services, help you to gain an understanding of what to expect when working with us, and to offer you a wealth of educational materials, articles, IRS tax forms, calculators, and other tools.  This site will help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance, and wealth preservation. 

We sincerely hope your visit will help you understand the opportunities and potential rewards that are available to you.  linda@vinell.comPlease visit these pages to learn more about us:

  
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If you have an interest in scheduling a complimentary meeting to review your investment objectives, or to discuss your financial situation, please contact us. There is never any cost for you to learn about us, and we will graciously work to assist you with the integrity, responsibility, trust, and  guidance that you deserve from us.

 
Calculators

Net Worth

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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