Welcome to MAGIS FINANCIAL PARTNERS
MAGIS...pronounced "MAH-GIS"...is a Latin adverb that means "better," "to do more," "to a greater extent," or "to go beyond." It is an expression of our aspiration of the services we provide to our clients.
We understand that individuals and businesses face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against participants and individuals outliving their income, the impact of inflation, taxation, and rising healthcare costs. At MAGIS, we are in an advantageous position to approach such challenges with experience and skill.
Please feel free to explore this site to gain a better understanding of our firm and how we can help clients plan for and meet their financial goals.
At MAGIS, we have a dedication to excellence in technical knowledge, impeccable client service, and a commitment to help you work towards achieving all your financial goals.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Understanding the value of a home warranty.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.