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What You Need to Know about Social Security Now
The 2023 Tax Guides are now posted on mmbb.org. Both the 2023 Federal Reporting Requirements for Churches Guide and the 2023 Clergy Tax Return Preparation Guide for 2022 Returns are available for download.
Do you want to plan for your future but don’t know how to start? A financial planner can work with you to help determine your short and long-term goals and create a strategy that can help build a solid financial future.
Financial planning is personal and specific to each individual. We created MMBB Financial Planners, LLC—a wholly owned subsidiary of MMBB—to be a readily identifiable entity dedicated to better customizing our financial guidance to individual members. MMBB Financial Planners, LLC is all about supporting personal financial planning, financial literacy and financial wellness for those we serve.
It’s about more than balancing numbers on paper. It’s about helping you envision what’s financially possible for your life, now and in the future.
Our monthly market updates are designed to keep you informed of key market drivers and events.
All financial planners at MMBB Financial Planning, LLC carry the CFP® certification, one of the most respected certifications that a financial planner can attain. This indicates the planner has undergone rigorous study and met stringent examination and ethics requirements. Additionally, our financial planners are fiduciaries, which means they always act in the best interests of their clients.
"CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the U.S."
Connect with a Financial PlannerDue to adverse weather conditions in the Dallas area, BNY Mellon has advised both UPS and FedEx deliveries and pick-ups continue to be disrupted. We apologize for any inconvenience this may cause.
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MMBB Financial Services is pleased to unveil our new website experience.
Watch a guided tutorial of our enhanced site to introduce you to important new features designed to help you live your life with financial confidence.
You will be linking to another website not owned or operated by MMBB. MMBB is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by MMBB of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from MMBB.
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