The MPM Group, LLC
Phone:
- (859) 223-4973
Fax:
- (859) 224-1288
E-mail:
Newsletters
-
Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
-
Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
-
How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?