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Design

Each of our clients’ plans is individually created and tailored to their specific goals. No two strategies are alike.

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Personal

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.

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Education

Planning for your future requires a long-term approach. Our seminars and workshops help clients see the bigger picture.

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Helpful Content

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

U.S. Personal Savings Rate

What can be learned from the savings rate?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Building Your Legacy

A four-step framework for building a personal legacy.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Rule of 72

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.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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