Events

Wealth Wednesday: Social Security Tax Torpedo

Join the MFG Team to learn about the social security tax torpedo!

Wealth Wednesday: Social Security & Taxes

Join the MFG Team to learn about social security and taxes!

Wealth Wednesday: New Rules for Charitable Contributions: QCDs & DAFs

Join the MFG Team to learn the new rules for charitable contributions!

Wealth Wednesday: Navigating New Tax Laws

Join the MFG Team to learn how to navigate the new tax laws!

Wealth Wednesday: De-Risk Your Retirement

Join the MFG team to learn how to de-risk your retirement plan!

Wealth Wednesday: Strategies to Lower Taxes in Retirement

Join the MFG team to learn about how you can lower taxes in retirement!

Wealth Wednesday: Managing Your Emotions - Behavioral Side of Investing

Join the MFG Team to learn about how to manage your emotions while investing in the stock market!

Wealth Wednesday: Tax or Treat? Estate & Inheritance Taxes

Join the MFG Team to learn about estate and inheritance taxes!

Wealth Wednesday: Understanding Inherited IRA Rules

Join the MFG Team to learn more about inherited IRA Rules!

Wealth Wednesday: Social Security Understanding the Basics

Join the MFG Team to learn about the basics of social security!

Wealth Wednesday: Never Run Out of Money in Retirement

Join the MFG Team to learn how to never run out of money in retirement!

Wealth Wednesday: College Funding Vehicles

Join the MFG Team to learn about different college funding vehicles!

Wealth Wednesday: Understanding Net Unrealized Appreciation

Join the MFG Team to learn about the hidden tax strategy NUA!

Wealth Wednesday: How To Retire Early

Join the MFG Team to learn about how you can retire early!

Wealth Wednesday: How Much Life Insurance Do You Need?

Join the MFG Team to learn about how much life insurance you need!

Wealth Wednesday: Common Inheritance Mistakes

Join the MFG Team to learn about the most common inheritance mistakes!

Wealth Wednesday: The Big Tax Bill

Join the MFG Team to learn about the new Big Tax Bill and what you need to know!

Wealth Wednesday: Understanding New Inherited IRA Rules

Join the MFG Team to learn about the new inherited IRA rules!

Wealth Wednesday: How Much You Need To Retire

Join the MFG Team to learn how much you need to retire!

Wealth Wednesday: When Do Roth Conversions Break Even?

Join the MFG Team to learn about when Roth conversions break even!

Wealth Wednesday: How Much Do I Need To Retire?

Join the MFG Team to learn about how much you need to retire!

Wealth Wednesday: Market Update June 2025

Join the MFG Team for an update on the stock market!

Wealth Wednesday: Social Security, Understanding the Basics

Join the MFG Team to learn all about the basics of social security!

Wealth Wednesday: Common Retirement Pitfalls

What You’ll Learn in This Week’s Wealth Wednesday Webinar: Why “having enough” saved isn’t enough—and what truly determines retirement success The hidden threat of lifestyle inflation and how it drains your nest egg Why outdated withdrawal strategies may do more harm than good How smart tax planning can save you $$$$ in retirement The cost of claiming Social Security too early—and how to time it right

Wealth Wednesday: Roth Conversions

Join the MFG Team to learn about how Roth conversions work and how they could potentially be beneficial. 

SEMINAR: Taxes in Retirement

Taxes don’t retire when you do. In fact, without the right plan, Uncle Sam could become your biggest expense in retirement. Join us for a powerful session where we reveal strategies to reduce taxes on your Social Security, investment income, and more. Don’t let avoidable taxes shrink your nest egg — learn how to keep more of what you’ve worked so hard to build.

Wealth Wednesday: Withdrawal Strategies From Pretax and Roth Accounts

Join the MFG Team to learn about different withdrawal strategies from pre tax and roth accounts!

MFG Investments Seminar @ Bear Trap Dunes

Taxes don’t retire when you do. In fact, without the right plan, Uncle Sam could become your biggest expense in retirement. Join us for a powerful session where we reveal strategies to reduce taxes on your Social Security, investment income, and more. Don’t let avoidable taxes shrink your nest egg — learn how to keep more of what you’ve worked so hard to build.

SEMINAR: Maximizing Social Security & New Fairness Act

Are you leaving money on the table with your Social Security benefits? Join us for a free seminar where we'll break down proven strategies to maximize your benefits and explain how the new Social Security Fairness Act could impact your retirement. Whether you're nearing retirement or already collecting, this session will help you make smarter, more informed decisions.

Wealth Wednesday: Common Inheritance Mistakes

Join the MFG Team to learn about the most common inheritance mistakes and how to avoid them!

SEMINAR: Maximizing Social Security & New Fairness Act

Are you leaving money on the table with your Social Security benefits? Join us for a free seminar where we’ll break down proven strategies to maximize your benefits and explain how the new Social Security Fairness Act could impact your retirement. Whether you’re nearing retirement or already collecting, this session will help you make smarter, more informed decisions.

Wealth Wednesday: Q1 Market Update

Join the MFG Team for a Q1 market update!

Wealth Wednesday: Common Inheritance Mistakes

Join the MFG Team to learn about common inheritance mistakes to avoid!

Wealth Wednesday: Top 401K Mistake Costing You Millions!

Join the MFG Team to learn about the top 401K mistakes!

Wealth Wednesday: Lowering Taxes & Managing RMDs

Join the MFG Team to learn how to lower your taxes and manage RMDs in retirement!

Wealth Wednesday: Managing Your Emotions

Join the MFG Team to learn more about behavioral finance and keeping your emotions in check when investing.

Wealth Wednesday: Maximizing Your Social Security

Join the MFG Team to learn how to maximize your social security!

Wealth Wednesday: March Market Update

Join the MFG Team for an update on the market as of March 2025!

Wealth Wednesday: Withdrawal Strategies from Pretax and Roth Accounts

Join the MFG team to learn about different withdrawal strategies from Pretax and Roth accounts!

Wealth Wednesday: Understanding Net Unrealized Appreciation

Join the MFG Team to learn about net unrealized appreciation.

Wealth Wednesday: Understanding Social Security Fairness Act

Join the MFG Team to learn about the new Social Security Fairness Act!

Wealth Wednesday: Understanding the New Inherited IRA Rules

Inherited IRAs, New rules

Wealth Wednesday: Managing Your Estate Properly

Join the MFG Team to learn about how to manage your estate properly!

Wealth Wednesday: Backdoor Roth

Join the MFG Team to learn more about Backdoor Roth & MEGA Backdoor Roth IRA's. 

Wealth Wednesday: Reasons Not to Do A Roth Conversion

Roth Conversion

Wealth Wednesday: 529 Plan to Roth IRA

Join the MFG Team to learn more about 529 plans and how they can be converted to Roth IRA's. 

Wealth Wednesday: New Rules for Charitable Contributions QCDs & DAFs

Join the MFG Team to learn about the new rules surrounding charitable contributions!

Wealth Wednesday: 2025 Market Outlook

Join the MFG Team to discuss our market outlook for 2025. We'll review 2024 and 2025 expectations regarding inflation, interest rates, asset classes, impact of new administration and performance!

Wealth Wednesday: New Rules Charitable Giving (QCDs & DAFs)

Join the MFG Team to learn about the new rules surrounding charitable giving!

Wealth Wednesday: New Rules for Charitable Contributions (QCD's & DAF's)

Join the MFG Team to learn about the new rules surrounding charitable contributions!

Wealth Wednesday: Backdoor Roth

Join the MFG Team to learn more about Backdoor Roths!

Wealth Wednesday: Never Run Out of Money in Retirement!

Join the MFG Team to learn how to never run out of money in retirement!

Wealth Wednesday: Maximizing Social Security

Join the MFG Team to learn abut maximizing your social security!

Wealth Wednesday with MFG: Managing Your Emotions

Join the MFG Team to learn more about behavioral finance and keeping your emotions in check when investing.  

Wealth Wednesday with MFG: Market Update

Join the MFG team for an update on the stock market!

Wealth Wednesday with MFG: College Savings 529 Plans

Join the MFG Team to learn more about utilizing a 529 plan for college savings!

Wealth Wednesday with MFG: "Tax or Treat" Estate Taxes

Join the MFG Team to learn more about Estate Taxes!

Are Mutual Funds Bad?

Join the MFG Team to learn more about Mutual Funds!

Wealth Wednesday with MFG: Income Strategies "Bucket Approach"

Join the MFG Team to learn more about generating income in retirement!

Wealth Wednesday with MFG: Roth Conversions

Join the MFG Team to learn more about Roth conversions!

Wealth Wednesday: How to Lower Taxes in Retirement

Join us for another Wealth Wednesday with MFG where we discuss ways to lower your taxes in retirement! We look forward to seeing you on the call!

WEALTH WEDNESDAY'S WITH MFG: Taxes on Social Security

Taxes & Retirement

Join us at the Medford Community Center for an educational seminar focused on Taxes & Retirement by the MFG Investments Team.

Taxes & Retirement

Join us at the Medford Community Center for an educational seminar focused on Taxes & Retirement by the MFG Investments Team.

How to Invest Profits from the Sale of Your Home

Join Us at The Farmstead at Medford for an Investment Planning Seminar Presented by MFG Investments President & Founder: Wallace Kennedy