McAvinney and Associates has been serving clients for more than 25 years. Serving businesses and individuals in and around the Fredericksburg area, McAvinney and Associates offer financial services with local customer service and an emphasis on strong relationships.
For a Health Insurance Quote - Click Here >>
Our product portfolio includes, but is not limited too:
|
"People are our calling,
|
McAvinney and Associates wants to help you plan for your future...With proper insurance and suitable investments...With appropriate employee benefits, executive compensation, and retirement plans...With good business, insurance and estate transfer strategies.
Newsletters
-
Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
-
Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
-
Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
-
Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?