We believe that good financial decisions don’t have to be confusing. Reaching your long-term financial objective hinges on having a financial plan—one that fits your unique circumstances and grows with you.
No matter where you are on your financial journey, Mainstay Financial Management will be with you providing direction along the way.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Determine whether you should consider refinancing your mortgage.
Will you be able to afford nursing home care?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much will it cost to pay off a loan over its lifetime?
