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Participant Insights

Portfolio rebalancing, how to budget your money, what’s an HSA and who needs one? Preparing for retirement is hard. From personal finance basics to retirement planning and everything in between, we’ve got a few ideas to make life a little simpler. Contact MCF with any questions.

Financial Wellness


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The Advantages and Disadvantages of AI in Personal Finance
Wealth Management

As the use of Artificial Intelligence becomes more prevalent in our digital age, it is important to consider and evaluate the benefits and risks of relying on AI when it comes to making personal financial decisions. AI can be a great tool when it comes to efficiency, education, and automation, but it is important to remember that AI cannot replace the critical thinking and experience that a human provides to managing personal finances. The table below highlights a few of the ways AI can be a beneficial tool in our personal financial lives, along with the risks to consider when relying on its use.

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Safeguarding Your Family's Future
Wealth Management

For many people, creating an estate plan is a task that routinely gets pushed to the bottom of the to-do list. Some assume that estate plans are only for the wealthy and others may simply want to avoid thinking about some of the tough topics estate planning entails. Yet, most everyone should have an estate plan. Here is how to start creating an estate plan in six easy steps.

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How to Fit Your Student Loan Payments Back in Your Budget
Financial Wellness Wealth Management

After more than a 3-year-long pause due to the pandemic, federal student loan payments restarted in October 2023. For millions of borrowers, restarting student loan payments is a serious shift in their financial circumstances, especially as many borrowers are making payments for the first time since graduating. If this has been a pain point in your budget, here are some actions you can take.

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Beneficiary Designations: Who will get your money?
Wealth Management

Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away? When you enrolled in your retirement plan, you were asked to select a beneficiary to receive your retirement plan assets in the event of your death. This step may be more important than you think, and it is imperative that you keep this information up to date.

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