Insights
Perspectives & News
Market commentary, tax and estate guidance, and firm news, in plain English.
Company News
MCF Sr. Financial Advisor, Andy Sathe, Recognized as a 2024 Five Star Wealth Manager for the Third Consecutive Year
Covington, KY - MCF is pleased to share that Andy Sathe, MBA, CLU, CFP®, Sr. Financial Advisor, has been awarded by Five Star as a top Wealth Manager of 2024. This award recognizes select winners in over 40 markets across the country for their knowledge, experience, and…
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Tax Planning
Inherited IRA Withdrawal Rules from the Secure Act
By now, most people are aware the Secure Act, passed in 2020, contained major changes to the rules surrounding distribution requirements from Inherited IRAs for accounts inherited in 2020 or after. Primarily, this law eliminated the Stretch IRA provision for non-spousal…
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Investment Markets
Waiting for the Bottom to Fall? How the Stock Market Reacts to Presidential Elections
Presidential elections in the U.S. can elicit strong emotions and anxiety for investors and often bring significant attention to the stock market, as investors anticipate how political outcomes might influence economic policies. Historically, market behavior around election…
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Financial Planning
Simplifying Eldercare Planning for Your Family
As the population ages, the term “Elder” has become increasingly common in discussions. You may have heard it in phrases like “Eldercare,” “Elder Law,” or “Elder Finance.” This can be confusing, so we’d like to explain and simplify the concept of eldercare planning.
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Estate Planning
Responsibilities of an Executor of an Estate
Clients often come to us with questions on estate planning. We at MCF are here as a guide and resource to help you navigate the decisions you must make while drawing up your estate plan. One decision you must make when estate planning is choosing an executor. Someone you trust…
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Tax Planning
Fiscal Fitness: Exercising your Right to Tax Planning
Tax season is looming on the horizon, which can prove a period of stress for many people if they are not prepared and organized. Here are tips to consider as we approach tax season.
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