Blog

Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.

We’ve Invested in a New Website to Better Serve You

It’s Chock Full of Info to Help You Achieve Financial Peace of Mind At MtM Financial Group, we are firm believers in the importance of good communication. So we are…... Read Article

Circle Dec. 7 on Your Calendar

We don’t want you to miss our annual More than Money Holiday Event!  On Dec. 7 we invite you to join us at our More than Money World Headquarters – in…... Read Article

Slashing Your 2019 Income Tax Bill With an IRA, an RMD, and a QCD Before Dec. 31!

Lots of initials – IRA, RMD, and QCD.  What all those letters might spell is big tax savings if you qualify. A Qualified Charitable Distribution (QCD) is a withdrawal from your IRA…... Read Article

Not 70½, But Still Want to Cut Your Income Taxes?

For many taxpayers the idea of investing in a tax shelter sounds like a quick trip to an IRS audit – or worse.  But this tax shelter, of sorts, is…... Read Article

Sell Stock for Big Profits, But Pay No Income Taxes?!

Sounds too good to be true?  Sounds like something you would hear on a TV infomercial at 3 a.m.  Right before the host yells at you through the screen, “But…... Read Article

Words Are Powerful Tools For American Freedom – Nov. 2019

Capitalism is one of the foundational elements that makes America great.  The “American Dream” is not based on a socialist “see how much we can get without working” philosophy.  The…... Read Article