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
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Building Your Legacy
A four-step framework for building a personal legacy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
For some, the social impact of investing is just as important as the return, perhaps more important.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This checklist can give you a quick snapshot of how prepared you are.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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.
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.