MTI Financial Advisors

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

The Pros and Cons of an NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

Generate income and rebuild principal. A powerful one-two punch.

Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal.

Worried that inflation may rise in the years ahead? You’re not alone.

TIPS for Inflation If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

Is there a role for both active and passive investments in your portfolio?

The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Fallen Tree Damage—Who Pays? Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Does your business have a retirement strategy that fits your short, long-term needs?

Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Finding the proper for your means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Monthly Market Insights | May 2024 Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.

Your financial future is calling. Develop a strategy for your investments today.

The Cost of Procrastination Don't let procrastination keep you from pursuing your financial dreams and goals.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.

10 tips that can head-off marriage money problems.

Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.

Do you know the difference between a global mutual fund and an international mutual fund?

Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference?

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Exploring Retirement Plans for Small Businesses Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.