MCR Financial is a full service financial firm located in Rockville Maryland. Our mission is to educate our clients to help them make the best decisions they can to ensure a financially secure future. These decisions include such things as retirement planning, college savings, estate planning strategies and insurance protection needs such as disability, life and long-term care insurance. We also assist businesses with their planning needs in areas such as buy-sell solutions, group benefits needs and enhanced business retirement plans.
Our team of professionals have over 100 years of combined experience assisting individuals and businesses with their financial planning needs. In our firm, each individual specializes in a specific area of finance. This ensures that your individual needs and goals get the best attention possible.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Women in financial services are some of the most progressive women in the world.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Take these five steps to protect your financial well-being before making any other changes.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Try these activities to keep your brain sharp.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.