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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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Taking stock of your life insurance

Alina Parizianu, CFP®, MBA, RICP®

July 08, 2021

Life insurance can be confusing, but that is not a reason to skip this important coverage.

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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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Webinar: 2021 Annuity Payout Report Webinar

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

Event Type: Webinar

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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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A Message for MMBB Members

The MMBB Retirement Plans recordkeeping transition to Fidelity is complete.  Currently only MMBB members with a balance in their retirement account are eligible to register for the MMBB Member Portal. If you don’t have a balance in your MMBB retirement account no action is required at this time.

Eligible members who have not yet registered will receive an invitation including a unique URL to set up their Member Portal credentials. Thank you.



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