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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
How Income Taxes Work
A quick look at how federal income taxes work.
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.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It's important to make sure your retirement strategy anticipates health-care expenses.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Life insurance proceeds are generally tax-free. But not in all cases.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
Around the country, attitudes about retirement are shifting.