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
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.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This investment account question is vital and answered as early as possible.
What’s your plan and is it in alignment with this?
If the stock market is hitting record highs, why aren’t money managers feeling the love?
The earlier you start pursuing financial goals, the better your outcome may be.
What’s the connection between cars and financial management?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Here are five facts about Social Security that might surprise you.
It’s never a bad time to speak with your financial professional about changes in your situation.
With alternative investments, it’s critical to sort through the complexity.