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Stocks Continue Rally, Await Reopening of U.S. Economy
Though it may not feel like it, the S&P 500 index just experienced its strongest 16-day period since 1938. This is a reprint from Raymond James website posting, April 16, 2020 Each day brings more news – some of it encouraging, some of it not – about efforts to...
Quarterly Insights – January 2020
The Best Performance in 6 Years Markets welcomed the positive resolution of several key macroeconomic unknowns in the fourth quarter, and that improved clarity sent the broader stock market higher over the past three months. The solid fourth quarter gains helped the...
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*.
Unretirement is the New Retirement
Retirement is often looked to as a season to relax, to travel and make memories, and to spend time focusing on hobbies and projects you enjoy. However, what if the things you enjoy are the very things you’ve been doing all along? You may not need to work after retirement, but you may like to.
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.
12 Financial Resolutions: Review and revamp your financial plan all year long
Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the long run — and even sooner? We’re talking about your financial plan — your fiscal health, if you...
New Highs in the Third Quarter (Despite More Volatility)
Markets in the 3rd quarter of 2019 looked surprisingly similar to the second quarter as more U.S.-China trade war uncertainty and a lack of clarity on future interest rate policy caused a sharp increase in volatility in the middle of the quarter. Read the full article.
College costs increased 200% in the last 20 years. How has that affected your college planning?
College costs have increased ~200%* in the past 20 years, dramatically outpacing inflation. With the costs of higher education rising so dramatically, its crucial to have a strategy and plan to manage this important goal. Key questions to answer include: Do I want to...
Saving for College: It Begins with Knowing Your Options
There's no denying the benefits of a college education: The ability to compete in today's job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how...
Student Loans, Taxes, and Forgiveness
Originally written by Kim Porter from Credit Karma College is getting even more expensive, public financial aid isn’t keeping pace, and parents and students continue to look for ways to offset the costs of college. One solution may lie in your tax return....
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...
Five Skills to Master Before Leaving Home
The excitement of a college acceptance letter can have teens and parents celebrating for weeks. But once the new semester approaches, many students may be anxious about leaving the comfort of their childhood home. Having a handle on these five essential life skills...
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
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