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May Financial Group, Inc.


Inflation and Your Portfolio The Real Cost of a Vacation Home Sit, Stay, Rollover: A Guide to IRA Rollovers
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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 in your life but you have never truly felt served by a financial adviser. 

Give us a chance to serve you!

Helpful Content

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.


Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The Cost of Procrastination

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

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Fed and How It Got That Way

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Safeguard Your Digital Estate

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

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

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