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
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A change in your mindset during retirement may drive changes to your portfolio.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The uncertainties we face in retirement can erode our sense of confidence.
Can you keep up with your children’s mobile slang?
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What are your options for investing in emerging markets?