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A Message from Our CEO

March brings the beginning of Spring and the continuation of the Lenten season. As we anticipate the joy and hope that comes with Easter, it’s a time for spiritual reflection and deepening our faith. Spring also provides an opportunity to take stock of our finances. In “Are We There Yet? Measuring Your Progress on the Journey to Retirement,” we share ways to gauge your fiscal fitness.

This March also marks the third month since the Securing a Strong Retirement Act of 2022 (Secure 2.0) was passed by Congress. Our article “Secure Act 2.0 --What You Should Know,” highlights what this legislation means for your retirement savings.

Among the benefits of the Secure Act 2.0 are provisions about student loan debt and 529 plans. Part 2 of the article “Saving for College 101: 529 Plans and More,” offers information about options to save for your child’s college education.

If you are looking for ways to earn extra income to meet your savings goals or to cover mounting expenses, the article “Tips for Turning a Hobby into a Sideline Business,” provides guidance on how to turn your interests into a vehicle for earning additional income.

Finally, with the 2022 tax season moving into high gear, our article “Financial Fact: Retirement and Tax Numbers for 2023,” provides tax information that may be useful when preparing your 2023 taxes.

As the Lenten journey unfolds, let us be mindful of the Lord's promise to us. ‘For I know the plans I have for you,’ declares the LORD, ‘plans to prosper you and not to harm you, plans to give you hope and a future.’” (NIV 29:11) At MMBB, we remain committed to providing wise guidance to help you feel confident about your financial plans on your path to financial wellness. Thank you for allowing us to serve you.


Louis P. Barbarin


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Translations of any materials into languages other than English are intended solely as a convenience to the non-English-reading public. We have attempted to provide an accurate translation of the original material in English, but due to the nuances in translating to a foreign language, slight differences may exist.

Las traducciones de cualquier material a idiomas que no sean el inglés son para la conveniencia de aquellos que no leen inglés. Hemos intentado proporcionar una traducción precisa del material original en inglés, pero debido a las diferencias de la traducción a un idioma extranjero, pueden existir ligeras diferencias.

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