End of Year Financial Essentials: 4 Things to Prioritize
As the year winds down and holiday celebrations pick up, we understand if your mind drifts away from your financial plan to bright lights and...
The Who, What, and When of the Corporate Transparency Act
What new reporting is the U.S. Government now requiring? The Corporate Transparency Act (CTA), effective January 1, 2024, is U.S. government-instituted legislation that requires many...
2021 Tax Proposals and Estate Planning Opportunities
The remaining half of 2021 may be the last opportunity to do effective Wealth Transfer and Estate planning The Wealthy are under attack: Historic Government...
Personal Finance Lessons from COVID-19
These are turbulent times, arguably the most uncertain since at least the Great Recession. At M3, however, we’re always focused on investing with a long-term...
Estate Planning: Gift it, Leave it or Lose it
At M3 we’re always focused on investing in the market and having a long-term outlook. We are the gatekeepers of your wealth, as such our...
Supercharge your charitable giving: Are you getting the most out of your taxes this holiday season?
The last float in Macy’s Thanksgiving parade is everyone’s favorite holiday figure: Saint Nicholas. The Santa float is a sign that the holidays are finally...
Are You on Track to Address Your Annual Giving Goals?
As the holiday season approaches, gift-giving is in full swing. It’s natural to feel extra-generous this time of year, maybe so generous as to give...
Trump’s estate planning blunder
Time for a crash course on estate planning, and how our President may be missing the boat.
Use it or Lose it!
As future generations begin taking hold, parents look to support and cultivate their growth with the wealth they themselves have accumulated over their lifetime. However,...
Millennial Survival Guide: How to Budget for Financial Solidarity
As the final flocks of millennials hang up their graduation robes and join the working world, their starting financial positions are more than a little disheartening. ...