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MFAC BLOG


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


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


Setting the Foundation: Your First 90 Days of Wealth Management
Embarking on your wealth management journey can feel daunting, especially in the first year. However, the key to long-term success lies...
Tad Jakes, CFP®, EA, ECA
Mar 18, 20253 min read


Mastering Your Finances: A Comprehensive Guide for Affluent Investors with Growing Wealth
Welcome to our exclusive blog series, "Your First Year of High-Net-Worth Financial Planning," designed specifically for affluent...
Tad Jakes, CFP®, EA, ECA
Mar 11, 20252 min read


Flying Financially Blind: Schwab Survey Shows Most Respondents Lack a Financial Plan
The 2023 Schwab Wealth Survey showed that 65% of respondents lack a formal financial plan. Are you one of them? If so, what’s holding...
Tad Jakes, CFP®, EA, ECA
Nov 30, 20236 min read


Investing Your Next Dollar: How to Build Wealth Strategically
Let’s face it, the investment world is vast and can be overwhelming even for the experienced investor. You know you should invest for...
Tad Jakes, CFP®, EA, ECA
Sep 11, 20235 min read


Have a 401(k)? IRS Delays New Secure Act 2.0 Rule for Catch-up Contributions
In a significant development in the retirement savings landscape, the Internal Revenue Service (IRS) recently announced a delay in the...
Tad Jakes, CFP®, EA, ECA
Sep 2, 20232 min read

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