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MGM, LLC focuses on building genuine relationships with clients. Our team of expert wealth management and planning advisors is responsive, dedicated to outstanding service, and devoted to investors' financial peace-of-mind.

Our team of dedicated advisors help you customize planning solutions for reaching your family's specific financial objectives.

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Helpful Content

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

 

The Best Apps in Travel

Technology tips to make your next trip even better.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Building Your Legacy

A four-step framework for building a personal legacy.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Saving for College 101

Here’s a crash course on saving for college.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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