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 promote 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.Contact Us
How Much Do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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The latest trends in travel reflect a rich menu of exciting new possibilities.
The History of Retirement
Do you know where the idea of “retirement” comes from?
In the face of divorce, making changes to insurance coverage may be overlooked.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Tips to avoid checking in luggage on your next vacation.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?