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.

Words are Powerful Tools for American Freedom — January 2020

Soren Kierkegaard, a Danish philosopher and theologian of the mid-19th century wrote some of the most interesting and challenging ideas of this time.   He also was dedicated to walking.  Simply walking.  A simple…... Read Article

New Tax Law! The SECURE Act Big Changes for IRAs and 401(k)s Retirement Planning Critically Important

Passed at the end of December 2019 as part of the government spending bill, the SECURE Act brings multiple changes to how you and I can and will use IRAs…... Read Article

Thank You —

Our January 11th Historic Radio Event – Safeguard Your Financial Future through Elections and Recessions was heard by tens of thousands and ‘attended’ by hundreds through our on-line tools. If you attended,…... Read Article

More than Money Guests — Joe Mascari joins Gene on the set of PBS39’s More than Money

Joe Mascari joins Gene on the set of PBS39’s More than Money. ... Read Article

More than Money Now Lives on Sesame Street!

We are so excited to share the news with everyone in our More than Money family.  Our More than Money TV show now lives on Sesame Street! Beginning January 7,…... Read Article

Real Life Questions — Real World Answers: December 2019

“Our daughter did a great job in college.  She did so well in her major that she got more grants each year than we planned.  We have some money (almost…... Read Article

Words are Powerful Tools for American Freedom — December 2019

Several years ago I wrote my December newsletter to all of you and came to this segment sharing words as powerful tools for American freedom.  At that time I was…... Read Article

More than Money Guests — Shawnee Inn’s Kirkwood Family joins Gene on the set of PBS39’s More than Money.

Shawnee Inn’s Kirkwood Family joins Gene on the set of PBS39’s More than Money.... Read Article

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 — November 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