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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
However exciting retiring abroad may sound, it deserves considerable planning.
Here are 4 great, and sometimes unexpected, places to raise a family.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement 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 federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial professional about changes in your situation.
What if instead of buying that vacation home, you invested the money?
It's easy to let investments accumulate like old receipts in a junk drawer.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.