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Money Managers, Inc.
This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic events of the year. As we look ahead to the big game, we’re breaking down the numbers that shaped the event in 2025.
Swipe through to see the key financial stats, spending trends, and economic impact behind the most-watched event in the country.
Wishing each of you an enjoyable game — whether you’re watching the football, focusing on the commercials, or in search of the best gameday snack!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Small, well-intended habits in retirement can quietly compound into larger tax issues over time. Understand how everyday decisions around withdrawals, timing, and income sources can impact long-term tax efficiency.
Money Managers, Inc.
American Heart Month is a great time to ensure your benefits encourage heart-healthy habits among your team. Swipe for some people-first perks to offer employees for longer and healthier lives.
Curious about heart-health focused benefits for your team? Give our office a call, and we can help you find the right fit for your team and your budget.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Preparing for a life insurance medical exam can feel overwhelming, but going into your appointment prepared can help it feel more manageable. That’s why we wanted to share a few practical steps to help applicants navigate this part of the process. Swipe to see a few key suggestions we often share with applicants.
If you would like help understanding which exam instructions could apply to your situation or whether a no-exam option might be appropriate for your situation, call our office and we can discuss next steps.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Many retirees default to conservative tax habits that feel safe but quietly increase lifetime taxes. Learn how withdrawal timing, account sequencing, and income smoothing can affect what you actually keep in retirement.
Money Managers, Inc.
Retirement outcomes aren’t driven by savings alone. Learn how withdrawal timing, account selection, and long-term tax planning can influence lifetime taxes and retirement flexibility.
Money Managers, Inc.
This Financial Wellness Month, we wanted to highlight an important component of your long-term financial health: retirement contributions.
You might think that contributing the full amount to your account each year is the best move, but that might not always be the case.
For some, maxing out their retirement accounts can improve their financial stability and boost the compound growth in their accounts. However, for others, focusing on maxing out retirement funds can make it harder to save for other important expenses or goals.
Your financial plan should be tailored to your life stage and long-term goals. We’re here to make sure that your retirement contribution strategy makes sense for your financial picture. If you have questions about your retirement accounts or your contribution strategy, give us a call. We’re here to help you achieve your goals.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.
Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Smart retirement planning goes beyond saving. Learn how smarter withdrawal decisions and tax awareness can help manage income, reduce surprises, and support long-term retirement stability.