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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.


Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The Best Apps in Travel

Technology tips to make your next trip even better.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Managing Your Lifestyle

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

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The market is as unpredictable as the weather. We’d love to help you prepare.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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