McDaniel & McDaniel Financial Services : Home

Performance, Service, Caring Attitude....It's not too much to expect from your financial advisor

Wayne McDaniel, CFP®, CLU, ChFC   Jude McDaniel, CLU, ChFC

Peter D. Knutson, CFP®, CLTC   Victoria Bogner

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lease Interest

What's the interest rate on the lease you're considering?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Understanding the Credit Crunch

The financial markets went into a tailspin after a handful of subprime mortgages went into default and central banks had to jump in to help. What do these defaults have to do with global liquidity?

A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

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August 28, 2008 @ 12:59 AM

Dow Jones Industrials 11,502.51+ 89.64
Nasdaq Composite 2,382.46+ 20.49
S&P 500 1,281.66+ 10.15
Russell 2000 732.95+ 9.44
10 Year Treasury Note 3.77- 0.01

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