McBee Advisors, Inc.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Interest

What's the interest rate on the lease you're considering?

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In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

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