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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A collection of tips from professional travelers.
Life insurance proceeds are generally tax-free. But not in all cases.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.