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 in your life but you have never truly felt served by a financial adviser.
Helpful Content
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.