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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
For many, retirement includes contributing their time and talents to an organization in need.
When to start? Should I continue to work? How can I maximize my benefit?
Couples may be able to head off many of the problems in a marriage that money can cause.
There are common mistakes you can avoid when saving for retirement.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a crash course on saving for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
All about how missing the best market days (or the worst!) might affect your portfolio.