At McCallister Financial Group we help you to:

♦  Manage your savings and investments to create and grow your wealth

♦  Protect and preserve your life savings

♦  Create strategies to take income from your investments at retirement

For more than 18 years, McCallister Financial Group has helped individuals and families find the balance poised between growing their investments and reducing the risk of surprises in the future. 

Our typical clients include:

♦  Educators looking to reduce taxes and secure their future

♦  Single women seeking sound advice to gain greater confidence in her future

♦  People retired or planning for retirement with a 401(k), 403(b) or IRA to rollover

♦  Anyone looking for independent, thoughtful money advice

Latest Blog Post

By Rick McCallister on January 12, 2011 in Book Reviews

Currency Wars

For a couple of years now, I’ve enjoyed listening to James Rickards in podcast interviews.  So when his book came out, Currency Wars, I was excited to pick up a copy.  I was not disappointed – this is a great book!

Rickards splits the book into three parts.  In the first, he tells a story of some actual war games put on by the Department of Defense.  These were the first war games that the...  +Read More

 

 

 
Calculators

Life Insurance

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Tax-Deferred Savings

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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