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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

This is a new and most decidedly improved More than Money newsletter.  If you’ve received our letters in the past, you know that Gene – for better or for worse – wrote all of them. Our newsletters going forward will be composed of contributions from many of our (your) advisors who are far more interesting than I. MtM Financial and

Our fifth annual shoebox packing event on Dec. 11, 2025, was another heartwarming demonstration of how generous and friendly the Invest in You community is. Our volunteers brought abundant donations of goodies, rolled up their sleeves, and wrapped and packed 100 shoeboxes filled with love. Cay Galgon Life House of Bethlehem will distribute them to the families the organization supports.

See what the team has been up to during 2025!