Each of our clients’ plans is individually created and tailored to their specific goals. No two strategies are alike.Learn More
One of the things that make MFG a valuable resource is the amount of time dedicated to designing your future through custom-tailored and value-based financial plans.Learn More
Planning for your future requires a long-term approach. Our seminars and workshops help clients see the bigger picture.Learn More
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
An inside look at how marginal income tax brackets work.
The uncertainties we face in retirement can erode our sense of confidence.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
Are Real Estate Investment Trusts right for your portfolio?