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    • A FEW WORDS ABOUT US

      We here at MP Insurance Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Workshop Schedule

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      Workshop Schedule

      Workshop Schedule

      Workshop Schedule

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • Retirement Calculators

      October 11, 2019

      Are you on track for retirement? These customizable calculators will allow you to run different scenarios and discover how small adjustments could make a big difference for your retirement future. Am I saving enough to retire? Will your current savings strategy lead to the accumulation you want? Utilize this calculator to determine when and if your funds will run out during [...]

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      Its No Myth, Lack of Diversity Puts Retirement At Risk. What Other Myths Need To Be Busted? There is a retirement crisis in America. 1 in 4 baby boomers have less than $5,000 saved for retirement, a staggering amount since average healthcare costs alone will cost you upwards of $275,000. In addition to limited savings, a lack of portfolio diversity a risk. 91% of Americans are forgetting to [...]

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      Planning a Generational Impact

      September 27, 2019

      Earlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of generations before us (regardless of our current age). However, as Intergenerational Month, September also marks a time to reflect further down the family tree and think about our impact on those who come after us. Preparing for retirement can be a highly [...]

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    • By Ian Berger, JD IRA Analyst Question: I turn 70 ½ this year and my last day of work was September 30, 2019.  Am I required to take an RMD from my work profit sharing 401(k) plan by April of 2020 and, if so, is the RMD calculated on the 12/31/18 account balance?  My employer will roll my profit sharing 401(k) into my IRA on January 2, 2020. Thank you for your help. Answer: [...]

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      RETROACTIVE

      October 7, 2019

      By Andy Ives, CFP®, AIF® IRA Analyst Retroactive adjective ret·​ro·​ac·​tive | extending in scope or effect to a prior time or to conditions that existed or originated in the past; especially: made effective as of a date prior to enactment, promulgation, or imposition. I like that word, and it’s fun to say. Retro-active. Plus, it is powerful. Making something [...]

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      By Sarah Brenner, JD IRA Analyst Question: I attended the two-day event in Washington DC. Is there any news on the attempts in Congress to change the stretch-out? Jim Answer: Hi Jim, It sounds like you are asking about the status of the Setting Every Community Up For Retirement Enhancement Act of 2019 (SECURE Act). This proposed legislation would do away with the stretch [...]

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