- Getting the Best Financial Outcome During Divorce
One of the biggest financial disruptions for some in mid life is divorce. MPPL Financial’s Terri Rau, a Certified Divorce Financial Analyst®, provides… Read more » - Opening a Roth IRA for Your Minor Child: What You Need to Know
It may seem premature to think about retirement for kids, though it’s a topic we do discuss with some regularity with clients, particularly… Read more » - The Team of Experts Business Owners Need Before Selling a Business
For many business owners, the sale of their company is the largest financial transaction of their lives, and critical to one’s preservation and… Read more » - Medicare Facts You Need to Know
Understanding Medicare can be daunting. Here’s a primer of the key facts that you need to know when exploring the various options available… Read more » - Four Ways to Start Planning a Dream Retirement with Your Partner
It’s only natural for a pending retirement to bring a mix of emotions, whether it’s excitement, anticipation, worry, fear, or anxiety. What’s more,… Read more » - Help! I’m Almost Retired and I Don’t Know What To Do
You’ve put in the time in your job or career. Now you’re close to retirement, whether it’s a few months or a few… Read more » - Long-Term Disability Insurance: What Medical and Dental Professionals Need to Know
One common theme we’ve seen at MPPL Financial in our 20-plus years of advising doctors and dentists is having either the wrong type… Read more » - Are You 70 ½ or Older and Charitably Inclined?
If this describes you, and own tax-deferred retirement accounts, then there’s a tax-savings opportunity to explore for conducting your charitable giving. This opportunity… Read more » - How to Create an Extraordinary Retirement
If you’re like most people who are a few years away from retirement, you may be fixated on the financial aspects of this… Read more » - Common Money Mistakes to Avoid in Divorce
At MPPL Financial, we help clients during the divorce process. With a Certified Divorce Financial Analyst® on our team, we witness firsthand how… Read more » - How the IRS-Adjusted Tax Brackets for 2023 May Impact You
There’s one silver lining to inflation: Changes made by the IRS to a number of rules could help put more money in your… Read more » - How a Financial Plan Puts You in Control During Times of Turbulence
As we all know, when life doesn’t go as planned, it can create a tremendous amount of financial stress. Any unexpected change in… Read more » - Grandparent-Owned 529 College Savings Plans: More Powerful than Ever
There’s good news for students who have financially generous grandparents. Beginning in the 2024-2025 academic year, grandparent-owned 529 college savings plans will no… Read more » - A Six-Point Medicare Part D Checklist to Get the Best Prescription Drug Coverage
Contrary to what many retirees may think, selecting a Medicare Part D (prescription drug) plan is not a one-time decision. With the high… Read more » - The Questions Every Estate Plan Needs to Answer
If you already have an estate plan in place, it does not always guarantee it addresses all of your current needs and intentions.… Read more » - Why Pre-Retirees Need to Understand How Medicare Works
Many people approaching retirement incorrectly believe that their health care costs will be fully covered once they reach 65, the magical year they… Read more » - Why Inherited IRAs Deserve Your Attention
Many are surprised to discover that the SECURE Act of 2019 accelerated the tax burden for those who would become IRA beneficiaries in… Read more » - 5 Tips to Reduce Your Financial Clutter
Reducing your financial clutter is one step in the process of gaining control over your personal finances and becoming more organized. What’s more,… Read more »