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.
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Do you have an estate strategy? You should.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When should you take your Social Security benefit?
There are hundreds of ETFs available. Should you invest in them?
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If you died, what would happen to your email archives, social profiles and online accounts?
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