Update from the Admin

Nicole FloroMFB Wealth Management Events, MFB Wealth Management Updates

With one big event behind us and another ahead, we look forward to this time of year when we get to see many of you face-to-face.  Below you can read about our annual American Funds Shareholder Meeting as well as our upcoming Client Appreciation Event at Bird-in-Hand Theatre.  Finally, you can read about one last get-together we are planning to … Read More

Debunking a Few Popular Retirement Myths

Nicole FloroRetirement Planning, Tips

It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Society still sees retirement as an end instead of a beginning – a finish line … Read More

Third Quarter 2018 Update

Doug FloroQuarterly Review, Retirement Planning

From the Desk of Doug Floro …  How was your summer? Hopefully you had time to relax and perhaps you were able to experience some things outside of your normal routine.  For most of our clients the routine this year has been waking up to overcast skies and rain that never seems to end. We might grumble about it but … Read More

A Reminder from a Stuffed Toy

MaryGrace HolcombLife

Many years ago, I was enjoying a quiet afternoon at home … sort of.  The kids were away at college and my husband was still at work.  While I liked having time to myself, occasionally I thought it would be nice to have someone to chat with. I remember I went into my son’s room for one reason or another.  … Read More

How Much Do You Really Know About Long-Term Care?

Nicole FloroLife, Retirement Planning, Tips

Separating some eldercare facts from some eldercare myths.  How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. True or false: Medicare will pay for your mom or … Read More

Mr. & Mrs. Mallard

MaryGrace HolcombLife

A pair of snowbirds arrive back into our neighborhood in the borough where we live as an early sign of spring.  It’s great to see them.  They haven’t changed one bit since they left.  He looks so dapper with his head held high in his bright green while she continues to wear her modest brown. It’s fun to watch them … Read More

Fear & Respect

MaryGrace HolcombLife

So often I read my Bible and all I am really doing is looking at the words.   I read it, I understand the story in the passage, but it doesn’t really sink in or impact me in the way that I know it should.  I keep telling myself to stop letting my mind drift and focus, focus, FOCUS!! But then … Read More

Retirement Questions That Have Nothing to Do With Money

Nicole FloroRetirement Planning, Tips

Think about these matters before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors you cannot quantify. Here are a few of those factors as well as the questions they may end up provoking in your mind. Where will you live? This is … Read More

How the Tax Reforms Will Take Effect

Doug FloroRetirement Planning, Tips

There has been a lot of news, opinions, and confusion with the Tax Cuts and Jobs Act that was passed at the end of 2017.  I have never had a root canal and I am very thankful for that!  I do experience pain when it comes to taxes.  Let’s face it; we have a messy, complicated, and ever changing system … Read More

The Pharisee in Me

MaryGrace HolcombLife

It was time for routine car maintenance.  I made the appointment for an early morning, telling the service manager that I would wait.  Instead of sitting in their plush service waiting area, I decided to take a walk across the street to the fast food place and order a cup of coffee and breakfast sandwich.  I took my Bible with … Read More