At Money Managers Financial Group, we give pre-retirees and retirees straightforward advice that will help them meet their goals as well as make the decisions to meet the tough challenges they may face throughout retirement.
Since 1987, we have worked to help people just like you avoid making costly mistakes and plan for the future. We can potentially help you lower your tax bill, help reduce taxes on Social Security benefits, increase your estate and maximize protection for your financial future.How We Can Help Meet the Team Contact Us
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Building Your Legacy
A four-step framework for building a personal legacy.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One way to find money is to examine your current spending habits and eliminate money wasters.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Why have the markets been so volatile recently?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial advisor about changes in your situation.