350 Leavell Circle
Montgomery, AL 36117

McDonald, Barranco & Hagen Wealth Management

(334) 387-0094

 
Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement Making Your Tax Bracket Work Making Your Tax Bracket Work

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.

 

Helpful Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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