Blog

https://youtu.be/4kcCu2i-TtQ "My wife recently attended an online webinar. One of the presenters talked about longevity credits. Can you help us understand what these are and how we get them?" Gene… Read Article

Inspiration comes from many places.  I’m often inspired by my family and friends.  I have, from my earliest years, been inspired by the stories of great Americans of history.  I… Read Article

https://youtu.be/EsZMiHs9qE4 "We have enough saved that we could move about half of our investments into a group of annuities and it would guaranteed income that, when combined with our Social… Read Article

“My financial advisor asked me who I want him to call if there’s ‘a problem.’  He wanted me to give him contact information and sign a paper saying it’s ok… Read Article

MtM Financial Advisor, Alyssa Young, wrote this column for publication in the August 2021 Holy Cross Lutheran Church newsletter. Learn How Helping Your Church Can Lower Your Income Taxes The… Read Article

Morgan Housel – has written a book, The Psychology of Money, that is one of the most insightful financial books I’ve read in many years.  He addresses many of the… Read Article

“My broker wants me to invest my substantial CD in the market. Is this a wise move or should I renew it at the current low interest rate?” You need… Read Article

MtM Financial Group is proud to again sponsor Laughing At My Nightmare’s 2021 Virtual Run, Walk and Roll 5K this week. While there’s no in-person race this year, runners and… Read Article

https://youtu.be/dDdz4P8H5Hs "I have plans of taking Social Security in October when I turn 70. However, because of everything going on in the world, I'm considering taking it right this minute.… Read Article

https://youtu.be/k7wTrwGVGMo "I read somewhere that everyone entitled to Social Security has a lifetime cap on how many dollars they can receive. That being said - does it matter in the… Read Article