Welcome to McDonald, Barranco & Hagen Wealth Management
We are a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (888) 610-6269 or (334) 387-0094. We look forward to hearing from you.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Earnings season can move markets. What is it and why is it important?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Five strategies for managing your student debt.
It sounds simple, but paying yourself first can really pay off.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.