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.
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.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
To choose a plan, it’s important to ask yourself four key questions.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What does the Tax Reform and Jobs Act mean for you?
Understanding how a stock works is key to understanding your investments.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The decision whether to buy or rent a home may have long-term implications.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.