At Money Managers Financial Group, we provide retirement planning and other financial planning services. 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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
How long does a $20 bill last?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When markets shift, experienced investors stick to their strategy.
How does your ideal retirement differ from reality, and what can we do to better align the two?