From The Desk Of MGFS – 2nd Quarter 2023

What’s on your mind? Simply stated, you are concerned about inflation, any potential economic recession, the state of the economy, the markets, and financial planning

From The Desk Of MGFS – 1st Quarter 2023

What’s on your mind? One word says it all “Everything!” So, let us go through potential challenges and our thoughts.  Challenges Are the banking issues

2023 Newsletter – Winter Edition

Our Thoughts about 2022 and The Year Ahead! 2022 concluded a difficult year for stocks and bonds but an altogether manageable year for our clients.

Guided Retirement Income Planning- Chapter 9

CHAPTER 9PRELIMINARY RETIREMENT INCOME CALCULATIONS (Step 3) “An ounce of prevention is worth a pound of cure.” (Benjamin Franklin) Preliminary retirement income calculations and forecasting

2022 Newsletter – Summer Edition

What’s New at MGFS We strive to help clients meet their ongoing goals and needs. During the second half of 2022, we continue to review

Quarterly Market Review 2022

Record high inflation, rising interest rates, and recession fears led equities lower in June. Emerging markets (-6.6%), outperformed both US (-8.3%)…

Guided Retirement Income Planning: Chapter 5

Barry and Adam wrote and published the book “Guided RetirementIncome Planning” in November 2020 to create higher levels of financialliteracy and to show a comprehensive

2022 Newsletter – Winter Edition

Happy New Year! It’s February 2022! What’s New at MGFS During the second half of 2021, we were quite busy with investment and tax planning

2021 Newsletter- Summer Edition

Your MGFS Team is in great form!This picture was taken recently as part of a photo shoot for our updated website. What’s New at MGFS

Guided Retirement Income Planning

It is always best to be proactive rather than reactive when it comes to retirement income planning. This presentation reviews the GRIP ROADMAP and discusses

What’s up with the stock market?

Please click the link below to download the PowerPoint of our August 18, 2020 Webinar with guest speaker, Kezia Samuel, to read about performance drivers

Why Stocks are Rising

The question that we are asked the most is how can stocks rise when the economy is so weak and at a time when the

Why Markets Are Going Up

We are still in the middle of a pandemic. Statistically, the economy is headed for the worst quarter that we have had since the great

Investor Update 2020

In our continuing effort to bring you consistent and relevant communications, we would like to invite you to view our first ever virtual MGFS webinar, a pre-recorded presentation.

Friday Update from MGFS

At MGFS, like many of you, we are working virtually from home.  We continue to research and spend a lot of time on webinars to stay

CARES Act Tax Relief for Businesses

Fast on the heels of passing the Families First Coronavirus Response Act (a law which ensures paid sick leave and unemployment benefits for employees affected

Do You Need Life Insurance?

If you have a spouse or children that depend on your paycheck, then yes, you need life insurance (with very few exceptions). It’s simple –

9 Facts About Social Security

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how