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Straightforward Advice

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.

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Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

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.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Debt Stress

There’s a link between debt and stress.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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