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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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    • 11 Money Lies to Stop Telling Yourself

      11 Money Lies to Stop Telling Yourself   Nope, credit cards aren't evil. Sometimes it’s easier to believe a fantasy than it is to face reality — and when it comes to money, many people hold false beliefs. When you’re young, the future seems far away, and you might think there’s time to make up for your financial mistakes later. Unfortunately, whether you’re putting off [...]

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      6 Social Security Changes Coming in 2017

      Social Security beneficiaries will receive a slight increase in their Social Security checks in 2017. There have also been several recent tweaks to the program that change how married couples can collect benefits. Here’s a look at the new Social Security rules for 2017: A modest increase in payments. Social Security payments will increase by 0.3 percent beginning in January 2017. [...]

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      Give Your Kids the Gift of Giving

      The run up to the holidays at the end of the month is an especially great time to teach young children some money and life lessons. Have The Kids Clean Their Closets, Rooms, and Playrooms. The goal is to create a single pile of all the toys, books and clothes that are no longer used or wanted. As a family take a look at the pile and separate the stuff that was used a lot-but has outgrown its [...]

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    • By Andy Ives, CFP®, AIF® IRA Analyst Question: In 2017, I opened a Roth IRA through my company. Being over 65, I mistakenly thought I could convert Traditional IRA funds to the Roth if I paid tax on the rollover amount. In August 2018, I had Schwab roll $50,000 into my Roth from my traditional IRA. This month (February 2019) when doing my 2018 taxes, I realized that conversions are not [...]

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      “GAP ANALYSIS”

      February 18, 2019

      By Andy Ives, CFP®, AIF® IRA Analyst There are many gaps. Generation gap, stop-gap, The Gap Band. In baseball you can hit into the gap. Football linemen have an A-gap, B-gap and C-gap to concern themselves with. Of course, there is the Cumberland Gap. And there is a very important gap to consider when dealing with IRAs – the “Gap Period.” The gap period begins on the date of death [...]

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      By Sarah Brenner, JD IRA Analyst Question: If I convert Trad IRA funds to a Roth IRA, does the ratio of After-Tax Contribution to Total IRA holdings include 401k holdings or only IRA holdings. I am a recently retired pilot and want to make Trad to Roth IRA conversions this year and in the next four or five years before I’m required to begin RMDs. I have about $80k in after-tax Trad IRA[...]

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