We create strategies for lifestyle continuation after you retire. Our mission is to empower you to live on your own terms: both before and during retirement. And we will help you define just what that means to you.
With over forty-two years of professional experience, McDaniel Financial has a track record for outstanding service and reliability.
Call or click today to improve your todays and your tomorrows.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Do your insurance needs stay the same when the nest empties?
Gaining a better understanding of municipal bonds makes more sense than ever.
Do you know where the idea of “retirement” comes from?
Ascertaining the value of your business is important for a variety of reasons.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.