Reading from the article: Why M Advisor Exists: A Mini Manifesto. This short article captures why M Advisor exists today. Read the article here:

https://www.m-advisor.com/blog/why-m-advisor-exists-a-mini-manifesto

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Why M Advisor Exists- A Mini Manifesto

What were some of the troubles and difficulties in 2023? Here is a discussion about some of the troubles I saw repeatedly in 2023. In preparing for the new year, it's good to look back and learn.

Troubles Of 2023

A little insight on how to start your financial planning journey in 2024. Get your finances on track once and for all!

Get Your Finances On Track In 2024

Learn the basics of umbrella insurance: What is umbrella insurance and how do you get umbrella insurance? These policies are often overlooked, but they can be critical to your financial plan!

Umbrella Insurance Basics

What's the difference between legacy and an inheritance? Which has more value? Here are a few thoughts on legacy and who is in control of our legacy.

Thoughts on Legacy

As a parent, is an inheritance an obligation to provide? Can an inheritance promote negative outcomes? What are your thoughts on inheritances?

Is An Inheritance An Obligation?

What if you create a financial goal and are successful at achieving it? Then what? Is planning for our financial future a fulfilling endeavor? Are there other questions we should be asking ourselves when we plan ahead? If we retire, for example, is that enough? Is achieving a goal enough to keep us fulfilled?

What If You Achieve Your Financial Goals? Then What?

What is the self employment tax? If you have any 1099 wages, there is a good chance you are subject to the self employment tax. Depending on your personal tax situation, the self employment tax could be devastating to your lifestyle and your ability to save for your future. Learn what the self employment tax is, so you can be aware of one of the biggest tax traps!

Self Employment Tax

Let's get morbid! What is the impact of your legacy on the decisions and to-dos surrounding your own passing and funeral? There are a lot of decisions that are made after a person dies: do you want to be buried or cremated? Where do you want to be buried? Do you want your ashes spread or held? Is it fair to force our grieving families to make these decisions on our behalf? How do we even have these conversations with our loved ones?

Legacy After Death

How does term life insurance work? Life insurance is generally pretty complicated. Term life insurance is the simplest kind of life insurance, but there are a few things to be aware of. I've seen too many individuals get bad advice on their life insurance because it benefitted the insurance agent. Life insurance shouldn't be a zero-sum game, and you shouldn't have heartache when buying life insurance. In this podcast, learn some of the basics of the two primary types of term life insurance, their pros and cons, and what to look out for when reviewing or purchasing a policy.

Term Life Insurance

Financial Planning for Millennial Physicians, Dentists, Executives, and Business Owners.

Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.

Legacy After Death

M Advisor

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