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financial planning Articles

YOURS, MINE, THEIRS AND OURS: Managing your money as a couple

Alex Kim

April 02, 2024

Money, especially when spent on frivolous purchases, is the No. 1 cause of fights between partners.

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Are you sabotaging your credit score?

Colin Nass, CFP®, AEP®, RICP®

March 30, 2022

Though it sounds counterintuitive, avoiding credit card use can hurt your credit score . . .

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Year-end tax planning tips

Rev. James R. Cook, CFP®, RICP®

December 07, 2021

We are now in the fourth quarter of the year, which means it is the perfect time to consider tax planning.

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financial planning Blogs

Ask the CFP – How should I manage my important documents? (Part 1)

October 05, 2020

The column where our staff of CERTIFIED FINANCIAL PLANNER™ professionals answers your financial planning questions returns.

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Ask the CFP – How should I manage my important documents? (Part 2)

October 12, 2020

Generally, a good rule of thumb is to keep financial records and documents only as long as necessary. For example, you

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Ask the CFP – How should I manage my important documents? (Part 3)

October 19, 2020

An easy way to prevent paperwork from piling up is to remember the phrase “Out with the old, In with the new.”

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Retirement Planning: Understanding Your Options

June 04, 2021

The right financial planner can make all the difference when it comes to retirement investing. Learn more.

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financial planning Events

Nov
04

Webinar: 2021 Annuity Payout Report Webinar

November 04, 2020 11:00 am-12:00 pm

Event Type: Webinar

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Feb
18
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financial planning Videos

Building Your Financial Plan Webinar | MMBB Financial Resource Center

Building Your Financial Plan Webinar

February 18, 2021

This video introduces members to their MMBB’s benefits, investment options and planning services available to them.

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