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About MSMF

At MSMF, our passion is seeing you live the life you’ve always dreamed of living. We genuinely appreciate your unique qualities. We value your individual goals, how hard you’ve worked to get where you are today, and the many transitions that lie ahead of you. MSMF works with you to create a realistic financial plan for today to help ensure the growth and protection of your wealth for the future. Our reputation of excellence is not only built on the care we take to understand our clients, but our comprehensive knowledge of the complexities of the financial world. Combined, our four partners have over a century of experience in the financial, employee benefits, and business services marketplace. MSMF is more than just a wealth management and financial services firm. We are a diverse group of professionals, each genuinely devoted to leveraging our deep financial insight to build a partnership with you.

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At MSMF, our passion is seeing you live the life you’ve always dreamed of living.

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MSMF takes a personal and active interest in your future.

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MSMF understands that your business is an extension of you.

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Helpful Content

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Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.


Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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Earnings season can move markets. What is it and why is it important?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Home Insurance Claim: To File Or Not To File

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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This calculator can help you estimate how much you may need to save for retirement.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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