Skip to main content
Home
About
Jonathan J Macko CFP®
Mission Statement
Qualifications
Our Firm
Services
Location
Resources
Blog
Videos
How Sequence of Returns Can Affect Your Retirement Savings
Social Security: When Should You Claim Retirement Benefits?
A Tiered Investment Strategy
Taking a Financial Inventory
Newsletters
Retiring in a Down Market? Don’t Panic
The Inflation Experience is Painful – and Personal
Three Ways to Help Simplify Your Finances
Articles
What Key Estate Planning Tools Should I Know About?
What Is an Indexed Annuity?
Flipbooks
Understanding Social Security and Medicare: America’s Retirement Safety Net
Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
Tax Library
Is There Such a Thing as a Tax-Free Investment?
What Is the History of the Federal Estate Tax?
What Is the Gift Tax?
What Tax-Advantaged Alternatives Are Available?
Calculators
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Cash Flow Analysis
Glossary
Contact Us
Client Login
Book Appointment
Jonathan J. Macko CFP®
connect
Address:
100 Dunbar Street, Suite 116
Spartanburg
,
SC
29306
Phone:
864-266-8605
E-mail:
jmacko@excelsiorwp.com
5 Min Retirement Prep - Two buckets for retirement income
September 14, 2023
Check the background of this investment professional
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck