Murdock Banner Financial Group
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Murdock Banner Financial Group is a financial services firm committed to helping our clients improve their long-term financial future. Our unique, team approach to planning with our customized programs are designed to help invest and conserve our clients’ wealth while delivering an unprecedented level of personalized care.

Should you have any questions or would like more information about our firm, please e-mail us at murdock.banner@ceteraadvisors.com or call 660.747.3522.

 

Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

9 Facts About Social Security

There are things about Social Security that might surprise you.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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