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MFAC BLOG


Wealth Management Series Wrap-Up: Crafting Your Personalized Path Forward
As we conclude “Your First Year of High-Net-Worth Financial Planning,” this final installment brings together the essential components...
Tad Jakes, CFP®, EA, ECA
Jun 30, 20254 min read


Securing Your Golden Years: A Guide to Retirement Planning
Whether retirement is a distant dream, approaching rapidly, or your present reality, opportunities to enhance your retirement plan...
Tad Jakes, CFP®, EA, ECA
Jun 28, 20256 min read


Business Insurance and Risk Management: Protecting Your Enterprise and Legacy
In today’s complex business landscape, comprehensive insurance planning and risk management are foundational elements often overlooked...
Tad Jakes, CFP®, EA, ECA
Jun 27, 20255 min read


Insurance Planning and Risk Management: Safeguarding Your Wealth and Future
In the intricate world of wealth management, insurance planning and risk management form a crucial component that often doesn’t get...
Tad Jakes, CFP®, EA, ECA
Jun 25, 20255 min read


Estate Planning: Securing Your Legacy and Protecting Your Loved Ones
In today's complex financial landscape, estate planning is a crucial component of comprehensive wealth management that often gets...
Tad Jakes, CFP®, EA, ECA
Jun 6, 20255 min read


Equity Compensation Planning: Maximizing Value While Minimizing Risk
In today’s competitive job market, equity compensation has become an increasingly key component of total compensation packages,...
Tad Jakes, CFP®, EA, ECA
Apr 24, 20256 min read


Navigating the Tax Landscape
Tax planning is more than just filing your tax returns in April; it is about creating a comprehensive strategy to manage your tax...
Tad Jakes, CFP®, EA, ECA
Mar 31, 20254 min read


Mastering Investment Planning: A Primer for Affluent Investors
In today’s complex financial landscape, affluent investors face many opportunities and challenges when it comes to investment planning....
Tad Jakes, CFP®, EA, ECA
Mar 26, 20255 min read


Optimizing Cash Flow Management for Long-Term Wealth
As we delve deeper into our wealth management series for affluent investors, we've laid the groundwork by exploring the need for...
Tad Jakes, CFP®, EA, ECA
Mar 20, 20253 min read

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