Money Management Educators is a financial education company dedicated to raising the bar on financial education. Using a "Lunch & Learn" format, we provide financial education in the workplace as a benefit to corporate employees. Financial education is a demanded benefit and MME is one of the only companies providing this needed education without the distraction of a sales agenda. Whether you are HR staff or an employee that wants something like this in your company, please email us for more information on how to start a program at your company.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?