Duncan McRae

Professional advice you can trust

Duncan McRae at Investment Centers of America

Serving investors for over 25 years


Today's world can change at the speed of light. That change means that there are opportunities around every corner. At Investment Centers of America we have the tools and the knowledge to help you take advantage of those opportunities.

With so many different investment products available, planning for the future can be confusing and intimidating. At Investment Centers of America we customize a plan to fit you and your plans for the future.

 Please take some time to browse our website. Under the Learning Center Tab you'll find links to some informative articles that are great learning opportunities. You can also use our various financial calculators. They can help you to get an idea of where you are and where you want be down the road. Once you have an idea of what you want to accomplish we can show you how to make it happen.

Click on contact us to fill in a quick online contact form or stop in and take control of your financial future today.


 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

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