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5990 US Highway 51
McFarland, WI 53558
(608) 838-5022


2401 Jackson St.
Stoughton, WI 53589
(608) 873-2067

Timothy J. Kalamarz
Carina L. Moreland

 
Where Is the Market Headed? Guided Wealth Portfolios A Fruitful Retirement: Social Security Benefit Events on Wall Street

                               

                          Carina L. Moreland        Timothy J. Kalamarz


A Family-Focused Firm Working For You

At McFarland Investment Center, we believe that every individual deserves the opportunity to enjoy financial security. We seek to serve as a trusted resource and guide our clients through their investment journey and our primary focus is on protecting and preserving what matters most to them. We get to know our clients and guide them to investment strategies that are right for them.

As an LPL advisory service, our objectives are always aligned with our clients.  We take our clients goals, expectations and risk tolerance into consideration with every recommendation that we make.  We offer open-minded options and truly guide clients to plans that suit their needs, not ours. We are not driven by sales quotas or incentives and are dedicated solely to our clients’ best interests.

We specialize in helping hard-working families decipher the many complex aspects of financial planning. All of our strategies are custom-tailored to our clients with the goal of helping them pursue financial freedom. Contact us today to learn how McFarland Investment Center can help you pursue financial freedom.


Helpful Content

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Rule of 72

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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