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
Saving for College 101
Here’s a crash course on saving for college.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
How long does a $20 bill last?
Learn a little about worldwide currency in this fun infographic
When to start? Should I continue to work? How can I maximize my benefit?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Investors seeking world investments can choose between global and international funds. What's the difference?