Clients often come to us with questions on estate planning. We at MCF are here as a guide and resource to help you navigate the decisions you must make while drawing up your estate plan. One decision you must make when estate planning is choosing an executor. Someone you trust to ensure your wishes are carried out. Let’s walk through what being an executor involves.
LEXINGTON, KY – MCF Advisors, LLC (MCF) is pleased to announce that Brittany Manning, CPA CFP ®, , will be expanding her role within the company. Brittany has been promoted to Chief Operating Officer, where she will be overseeing the day-to-day operations of MCF and the execution of long-term growth strategies within the Firm.
In March 2023, there were approx. 27.5 million Americans with pension plans. As these individuals approach retirement, a crucial question arises: "How should I withdrawal funds?" Read on to discover factors to consider when making this decision.
The SECURE 2.0 Act was signed into law in order to help individuals be more financially secure and confident in their retirement. Here are some important changes to the SECURE 2.0 Act in 2024 that could help you save for retirement more effectively.
Tax season is looming on the horizon, which can prove a period of stress for many people if they are not prepared and organized. Here are tips to consider as we approach tax season.
Financial planning is a complex puzzle that requires careful consideration of various elements to ensure a secure and prosperous future. Among these elements, accounting for all your assets plays a pivotal role in constructing a robust financial plan. As we turn the page on 2023, let’s partner up to review the significance of the below elements together.