Insights
Perspectives & News
Market commentary, tax and estate guidance, and firm news, in plain English.
Investment Markets
Waiting for the Bottom to Fall? How the Stock Market Reacts to Presidential Elections
Presidential elections in the U.S. can elicit strong emotions and anxiety for investors and often bring significant attention to the stock market, as investors anticipate how political outcomes might influence economic policies. Historically, market behavior around election…
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Financial Planning
Simplifying Eldercare Planning for Your Family
As the population ages, the term “Elder” has become increasingly common in discussions. You may have heard it in phrases like “Eldercare,” “Elder Law,” or “Elder Finance.” This can be confusing, so we’d like to explain and simplify the concept of eldercare planning.
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Estate Planning
Responsibilities of an Executor of an Estate
Clients often come to us with questions on estate planning. We at MCF are here as a guide and resource to help you navigate the decisions you must make while drawing up your estate plan. One decision you must make when estate planning is choosing an executor. Someone you trust…
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Tax Planning
Fiscal Fitness: Exercising your Right to Tax Planning
Tax season is looming on the horizon, which can prove a period of stress for many people if they are not prepared and organized. Here are tips to consider as we approach tax season.
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Financial Planning
Sharing the Full Picture: The Crucial Role of Accurate Asset Accounting in Financial Planning
Financial planning is a complex puzzle that requires careful consideration of various elements to ensure a secure and prosperous future. Among these elements, accounting for all your assets plays a pivotal role in constructing a robust financial plan. As we turn the page on…
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Tax Planning
Are Roth Conversions Right for You?
The IRS has three ways to process a Roth conversion: a rollover from a traditional IRA in the form of a check that is deposited into a Roth IRA, a trustee-to-trustee transfer which transfers money from a traditional IRA at one institution to a Roth IRA at another institution…
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