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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are common mistakes you can avoid when saving for retirement.
When you’re married and have children, insurance needs will be different.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
There are four very good reasons to start investing. Do you know what they are?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.