Investment Management services
We work closely with each new client to make sure we understand their financial goals, needs and risk tolerance.
Financial & Retirement Planning Services
401K and IRA planning services
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THE MONEY MANAGERS, INC. TEAM
Trusted Professionals
Determine Your Risk Tolerance
We use cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. This helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
Recent Financial News
You ever hear all those accounting terms and feel a bit 😵 Here’s a quick 101 on some of the most important terms:
🖋️ Accounts receivable and payable: Accounts receivable tallies how much customers or clients owe you for your goods or services. Accounts payable records how much you owe your suppliers or other creditors.
🖋️ Balance sheet: A balance sheet records how much you own (your assets), what you owe (your liabilities), and any shareholder or owner equity.
🖋️ Cash flow statement: This statement explains all the income you generate and all the expenses you pay over the given time period.
If you need accounting help, don’t hesitate to reach out! And spread this knowledge by sharing this post with your friends.
Filing taxes is never fun, but filing after a divorce is a whole other story 🤔 Here are a few quick tips to help:
🖋️ Ensure your name is correct – The name on your return must match the name on your social security card.
🖋️ Agree on filing status – Your marital status on Dec. 31 determines your tax filing status for the entire year. Unless the divorce is finalized by then, you need to know if you’re filing jointly or separately with your spouse.
🖋️ Decide on child tax credits – The IRS only allows one parent to claim the child tax credit, so you and your spouse will need to discuss and be in agreement if you have dependents.
Filing your tax return the first year after a divorce can be a little tricky—if you have any questions, please reach out! We’re here to help.
Most people planning for their retirement count on their Social Security benefits to make up part or most of their income – but did you know that those benefits can be subject to federal taxes? To figure out how much you might pay, follow this equation to determine your combined income:
(monthly Social Security benefits x 6) + anticipated annual income = combined income
The anticipated annual income will come from your pensions, ordinary dividends, interest, capital gains distributions, and wages. Now you can check to see how much of your benefits might be subject to federal income tax.
Filing individually:
💰 If your combined income is between $25,000 and $32,000, you may owe federal income tax on up to 50% of your benefits.
💰 If your combined income is more than $32,000, you may owe federal income tax on up to 85% of your benefits.
Filing jointly:
💰 If your combined income together is between $32,000 and $44,000, you may owe federal income tax on up to 50% of your benefits.
💰 If your combined income together is more than $44,000, you may owe federal income tax on up to 85% of your benefits.
I know this is complicated – that’s why I’m here to help! Share this information to help others, and leave your questions in the comments below.
Are you aware of the tax brackets for tax year 2024? While most eyes right now are on the tax year 2023 deadline, it’s worth reviewing the changes coming for next year’s taxes, filed in 2025.
Swipe through for an overview of this information, which could have a big impact on your financial game plan! 📊
On that note, now is an excellent opportunity to strategically maximize your investments. If you have questions or want to dive deeper into this, we’re here to help 🤝 Reach out anytime!
Ever wondered what it would be like to work at Money Managers Inc..? Now’s your chance!
We are currently looking to partner with new Independent Financial Advisors with 5+ years of experience. Responsibilities would include:
✅ Client Relationship
✅ Providing Financial Planning
✅ Using our Turn Key Platform for Investing with Access to Portfolio AI Engineers and traders
Interested? You can book an interview here:calendly.com/financial-planning-money-managers-inc/partnership-meeting . Please share this post to spread the word!
Hello, springtime🌼 With spring officially arriving last night, today marks the first full day of this season of warmer breezes, blooming flowers, and sunnier skies!
Help us welcome this time of renewal, growth, and sunshine by commenting your favorite spring rituals and activities below — we’d love to hear!
The excitement of basketball has taken over our office, and we’re loving every minute of it! 🎉
Brackets are locked in, winners are chosen, and the competitive banter is the soundtrack of our day. If you want to dive into the madness, be sure to grab your 2024 printable bracket.
Which team are you rooting for? 🏀 Let us know in the comments, and let the madness begin!
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