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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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The Financial Realities of Elder Care & Long-Term Care Insurance

Rev. James R. Cook, CFP®, RICP®

February 13, 2023

With people living longer, younger baby boomers, have to be prepared for the wide-ranging considerations of eldercare.

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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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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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Going on Vacation? Be Sure to Secure Your Home While You're Away

July 12, 2022

You’ve been planning a much-needed vacation. Follow these tips to protect your home or apartment while you’re away.

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financial planning Events


Webinar: 2021 Annuity Payout Report Webinar

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

Event Type: Webinar

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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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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.

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