Knowledge and Experience Meets Trust and Care
At Macy Financial, Inc., our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial and investment strategies and recommendations our clients trust. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, customized retirement and investment strategies, and education tailored to your questions.
As an independent firm, we take an individualized approach with every person. We look at your goals, objectives, and risk tolerance in order to craft customized strategies. As many of our clients are approaching or already in retirement, we understand their fears of outliving their financial resources and our goal is to develop strategies that address retirement planning, income planning, wealth transfer, and your other needs. Through a hands-on approach and proactive process, we strive to empower you to make well-informed financial decisions and feel confident in your future.
As a firm that has been serving families and businesses in Louisiana for nearly 30 years, we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years, or leaving a legacy to your loved ones, contact our office to learn more about how we may be able to help.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There’s a link between debt and stress.
Healthy habits are one of the greatest gifts to give your child.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Can you keep up with your children’s mobile slang?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.