facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Participant Insights

Portfolio rebalancing, how to budget your money, what’s an HSA and who needs one? Preparing for retirement is hard. From personal finance basics to retirement planning and everything in between, we’ve got a few ideas to make life a little simpler. Contact MCF with any questions.

Financial Wellness


%POST_TITLE% Thumbnail

Retirement Readiness Checklist
Plan Basics

Preparing for retirement can be daunting, but it doesn’t have to be stressful. Whether you are years away from retirement or right around the corner, the best thing you can do for yourself is to be prepared! Your future self will thank you. Research has shown that starting to prepare for this milestone at least 5 years out leads to a much happier retirement.

Read More
%POST_TITLE% Thumbnail

Tax Saver’s Credit: Get the “Credit” You Deserve!
Tax

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing jointly) if you made eligible contributions to an employer-sponsored retirement savings plan. The deduction is claimed in the form of a non-refundable tax credit, ranging from 10% to 50% of your annual contribution.

Read More