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MFC University

Looking for more in-depth educational content?

Our financial planning tiers include access to a more extensive resource library with purchase. It has a variety of high-level financial planning topics to choose from, as well as financial planning workshops. These pieces have either been written or approved by our coaches! 

MFC University

Looking for more in-depth educational content?

Our financial planning tiers include access to a more extensive resource library with purchase. It has a variety of high-level financial planning topics to choose from, as well as financial planning workshops. These pieces have either been written or approved by our coaches! 

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Three Year Operations Anniversary

Virtual financial wellness and planning delivered in a comprehensive plan while remaining unbiased and unconflicted. That was the mission that brought together the operations team here at My Financial Coach. After three years of operations, My Financial Coach is still delivering on that mission and working to grow our impact. We have certainly had many moments...
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What Makes Private Client Insurance Different?

Once you’ve flown first class, you realize just how cramped it is in economy, with food that is either nonexistent or unappetizing, and no guarantee that you’ll have room for a carry-on bag in the overhead compartment. In first class, you get more space for bags and legs, better provisions and specialized attention from the flight...
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The Ultimate Guide to Turning Your Vacation Into a Tax Write-Off

One of the perks of being a small business owner is the tax deductions you can take advantage of, including writing off trips and vacations. You just need to know your motives before you go! To begin, you need to understand your trip needs to have a business purpose for it to be eligible as a tax deduction....
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The Prudent Policy Review™

No long-term financial instrument should be left unattended over time. A life insurance policy typically spans several decades and must be managed. Policy portfolios may be impacted or influenced by policy owner actions/inaction, the general economic environment, tax laws, health changes, family changes, risk tolerance changes, evolving goals, and changes in financial resources.  Policy management entails...
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Why You Should Care About Financial Advice

When it comes to financial, retirement, insurance, tax, and all the important life choice planning, you want to look for the best of all things. You want to find a financial partner that can both help you cover all your financial bases and provide expert level insights into each of these areas. You also probably want...
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Business Owners and HSAs

Life as a business owner and a newly minted family man keeps you on your toes. I have been learning through experience about the importance of prioritizing time and energy between early morning and late evenings. Even as a financial planner new medical costs have made me realize the importance of understanding and having great health...
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We assemble only the most useful and practical resources on financial guidance for your education and convenience.