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    More than Money Newsletter – June 2026

    Gene Dickison – Retirement Putting those three words together evokes some pretty interesting responses from our clients. A few look a bit optimistic. Most recoil with fear of what might come next. Fortunately, all of our clients should be quite pleased with what retirement means and does not mean for Gene and MtM Financial Group. First, I am not retiring. I am having
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    More than Money Newsletter – April 2026

    Gene Dickison – Artificial Intelligence Those two words carry a lot of weight in many conversations today. For some, great excitement for what positive impacts AI might hold for the future. For others, great fear that AI might disrupt their jobs maybe even their world. As a perpetually optimistic person I choose to believe that AI will be beneficial (overall) to our
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    More than Money Newsletter – February 2026

    Gene Dickison – Snow, Ice and (Very) Cold You may very well be reading this newsletter on your veranda enjoying a sunny morning with warmth all around you. We do now have clients and audience members in more than thirty (30) states. If you are anywhere near the MtM World Headquarters in the Holy Lands between Bethlehem and Nazareth you’ve seen,
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    2025 Tax Season – Super Important Email

    We hope this email finds you safe and well as we head into the new year. The tax team at MTM Financial Group is committed to providing you with timely and professional tax preparation services. You are one of over 1,000 valued tax clients and turnaround time will depend on a few factors: 1) the date that you provide us
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