Resource Center

Blog

Irv Munn Named to The Raymond James Financial Services 2020 Executive Council for Outstanding Client Service and Exemplary Professional Growth

Please join all of us on the MMFA team in congratulating Irv Munn, CPA, CFP® who, in recognition of outstanding client service and exemplary professional growth, was recently named to the Raymond James Financial Services’ 2020 Executive Council. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity*.

read more

5 Tips To Finding The Right Unretirement Gig For You

Our last article focused on how the new view of retirement may be different than most people suspect. And although the thought of working in another field, even part time, may be daunting, the possibilities are unlimited. If you are considering a new field while in “retirement”, here are a few tips to help you feel more secure.

read more

What Happens When Your Child Turns 18

Beth Probst, Founder and CEO of At The Core Suddenly, your clients now have adults (ok, legally, they are adults). As parents, they might not really understand what that means. Yes, they know they can vote and buy lottery tickets. Did they know 18-year-olds can also...

read more

Download the Complimentary Guides Below

Retired and Confident: 6 Questions Toward Financial Security

5 Steps to Plan for a Comfortable and Secure Retirement

Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship

Empty Nesters: Celebrating Your New Normal

Seminars and Events

Come back here to find upcoming events!

Our Past Presentations 

Personal Finance for Teens

Choosing the Right College

Webinar for Women & Finances

Understanding Scams Webinar