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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It's important to make sure your retirement strategy anticipates health-care expenses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: right now.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.