New Client Pledge
We are excited to announce the official launch of our New Client Pledge! We feel incredibly fortunate to do the work we do, work with the clients who we work with, and giving back to...
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New Client Portal Feature: Account Aggregation
We are pleased to announce that our clients now have the ability to link outside accounts (such as bank accounts, credit cards, and so on) to MFA’s client portal. This new feature provides clients with...
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Why the US Economy Can Be Strong in Times of Conflict
During his farewell address in 1961, President Eisenhower (the retired Army general who led the allies to the beaches of Normandy on D-Day) warned the American people about the “military-industrial complex” which had been passed...
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How Will Inflation Impact my Retirement Savings?
Inflation, often referred to as the silent thief, has brought a lot of attention to itself over the last few years. Although it has an impact on our everyday lives, it especially affects retirees living...
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2024 Q1 Quarterly Market Review
Below is a summary of global financial markets in Q1 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q1 QMR
Retirement Planning: Eight Steps to Help You be On Track
Saving for retirement and your children’s future education are two of the most significant financial goals you’ll likely encounter in your lifetime. However, determining how much to save for each can be challenging and overwhelming....
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Tax in 2024: Deadlines You Should Not Miss
Stay ahead of the game in 2024 with our comprehensive guide to the essential tax deadlines in the United States. As tax season approaches, knowing key dates is crucial for individuals and businesses alike to...
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