Serving Others
Here at May Financial Group, we believe in serving others. This can mean a variety of things including serving you with financial planning, budgeting, investments (including morally based), life insurance, and health insurance.
Chances are, you serve in many areas of your life but you have never truly felt served by a financial adviser.
Helpful Content
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate