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
This calculator compares the net gain of a taxable investment versus a tax-favored one.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
This investment account question is vital and answered as early as possible.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Check out this video to begin separating fact from fiction.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.