MB Financial Planning

New office view!

Many clients, friends and family have asked me what to do with their investments.

With volatility expected to spike in the coming days, and weeks, we have moved retired client assets to HYS and treasuries. For younger clients its a sale and time to buy!

If you’re wondering what to do or need some advice, please reach out, we are happy to meet with you. Initial consults are free.

Nerd Wallet keeps an updated list of the best and most attractive high-yield savings!

Dont wait! The IRS will assign penalties and interest for late filings. Let us put your tax filing at ease. Appointments are going fast! Book now.

Cali wants her taxes done with hopefully some money to invest!

If you want some assistance with what to do in this geopolitical climate or simply are looking for a second opinion on where you are invested, reach out. Consultations are confidential and free.

There are 64 days left to file your taxes. Let us help you get the most money back and not dread tax season. Reach out today. We can do virtual filings as well!

I was honored to conduct a tax preparation information session for the dedicated public servants of Cranston's law enforcement. Thank you for the invitation! I look forward to our next one! 🚔

I don’t think these clients listen to a single word of my advice! One was even snoring during the meeting!!

This is great news!!!

Blackstone stock sinks after Trump plans steps to ban institutional investors from buying single-family homes President Trump said Wednesday he will be "taking steps to ban institutional investors from buying more single-family homes."

🛑 Tax season approaching! Jump on our tax client list, send us a pm or an email. Happy New Year! [email protected].

When you invest $1,000 into the S&P 500 index fund, you are investing:

$60 in Microsoft ($MSFT)
$69 in Apple ($AAPL)
$64 in Nvidia ($NVDA)
$36 in Amazon ($AMZN)
$22 in Alphabet/Google ($GOOGL)
$22 in Meta/Facebook ($META)
$727 in 494 other top U.S. companies