Blog
On our blog, we will post periodic news updates as well as news about our firm and client events. Check back here often for updates!
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 depression. So many people have been affected and so much damage has been inflicted on businesses,...
Read MoreInvestor 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. As always, we are focused on helping you stay focused...
Read MoreWould you like to help a friend, colleague or family member?
Over the years, MGFS has found that our best client relationships come from referrals from other satisfied clients. We have always considered referrals a great compliment and have happily talked with these individuals and businesses...
Read MoreFriday 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 on top of the news and economy for you. We would like to end the week by sharing some information that...
Read MoreStay at Home Measures and Communication
First and foremost, we hope this email finds you and your family safe, healthy and well. As these Stay at Home measures now kick into their 3rd week in Illinois and other parts of the country, we at MGFS have nicely settled into the...
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CARES Act Tax Relief for Individuals and Retirees
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 by the COVID-19 pandemic along with payroll tax credits for affected...
Read MoreCARES 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 by the COVID-19 pandemic along with payroll tax credits for affected...
Read MoreMaking the Most of Shelter in Place
Most of us are now home for an uncertain period of time. No doubt that these can be tough times. Many of you are concerned about cash flow and your investment accounts. For some, there will be government assistance to bridge the gap...
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Barry Moschel Earns Retirement Income Certified Professional® (RICP®) Designation
Barry has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the RICP® advisor helps...
Read MoreBeneficiaries: Two Words That Can Drastically Change Your Estate Plan
Beneficiary designations might appear to be a simple option for your life insurance and retirement/investment accounts, but they can easily become complicated. It could also mean you are disinheriting certain family members, even if it...
Read MoreDoes a Stay-at-Home Parent Need Life Insurance?
Consider this: If a stay at home parent was not at home taking care of children, cooking meals, cleaning the house, who would? Often, the alternative is to hire someone to do those things, like a nanny/au pair, prepared meal service,...
Read MoreDo 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 – you have a paycheck from your job. When you die, that paycheck stops. If your...
Read MoreCheck out our new website!
If you're reading this, you are reading it on our new website! We are excited to bring you a refreshed look, and you'll also notice a few new faces as well. We are thrilled that our office manager Tom Manno is now a partner of our firm...
Read More9 Facts About Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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