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 email@example.com or call 660.747.3522.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A change in your mindset during retirement may drive changes to your portfolio.
An inside look at how marginal income tax brackets work.
Military families face unique challenges, making personal finance even more critical.
Couples may be able to head off many of the problems in a marriage that money can cause.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.