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The Prescription for Your Financial Well-Being

  • 240.683.1400
  • 1901 Research Blvd, Suite 400
  • Rockville, MD 20850
When Do You Need a Will? Retiring the 4% Rule

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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Gap Insurance for Leased Cars

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If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

 

Understanding the Alternate Valuation Date

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What If You Get Audited?

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Strategies

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When Special Care Is Needed: The Special Needs Trust

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