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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

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

A Living Trust Primer

A Living Trust Primer

Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

A Living Trust Primer

Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Suddenly Single: Three Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

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