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May Financial Group, Inc.

937.548.5035

Inflation and Your Portfolio The Real Cost of a Vacation Home
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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.  

Let us serve you!

Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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