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Articles

Disability insurance: The forgotten safety net

Alex Kim, CFP®, MBA, CPA

May 17, 2021

Disability insurance is a safety net that can provide you peace of mind and a financial cushion.

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Selecting investments to achieve your goals

James R. Cook, CFP ®, RICP®

December 01, 2020

Before you devise an investment strategy, define your goal.

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The Strategic Pastoral Excellence Program: Looking Back at the First Three Years

December 01, 2019

By now, many readers are familiar with MMBB’s Strategic Pastoral Excellence Program (SPEP), one of the initiatives launched

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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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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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Videos

Financial Planning Basics Webinar | MMBB Financial Resource Center
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