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
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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 right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are 4 great, and sometimes unexpected, places to raise a family.
It's important to understand the pros and cons when considering a prepaid debit card.
A look inside the U.S. government's statistics on household net worth.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.