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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Gifting of A Stronger Financial Future
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Hour by hour, these 11 tips can help cut daily costs and save more money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It's easy to let investments accumulate like old receipts in a junk drawer.