MPA Financial Services

MPA Financial Services Helping Cincinnati families navigate retirement & life transitions (widowhood, divorce, blended families). Mason Alexander, CFP®

I build sustainable retirement income plans and help avoid costly tax, investment & beneficiary mistakes. MPA Financial Services is here to help you prepare for your upcoming retirement by defining your income and life goals. We will work with you to create a plan that is tailored to your individual needs and preferences. Our goal is to help you reach financial independence and enjoy a comfortable

retirement. Please note our other location at: 212 East Third Street, Suite 100
Cincinnati, OH 45202

07/14/2026

Part 2 of Questions I Hear from Retirees at Age 62. Today we will explore whether you need a planner to begin living on your retirement savings. Are you a DIY retiree, or do you hand this task off to your financial pro? Watch below.

Happy Monday!
07/13/2026

Happy Monday!

"We should just buy a place here." 🏖️WAIT. ✋While a vacation home may not appeal to my family, clients make this comment...
07/10/2026

"We should just buy a place here." 🏖️

WAIT. ✋

While a vacation home may not appeal to my family, clients make this comment all the time during a great trip. Before you buy that dream home, here are a few tips to consider:

🔹 The sticker price is only the start. Insurance, maintenance, HOA fees, furnishings, and other expenses can add up faster than expected.

🔹 The rental tax rules are not easy to calculate. The 14-day rule, passive activity limits, and depreciation may change your tax return. (Warning: Math) Be sure to check with your CPA about how the rental tax rules would apply in your situation.

🔹 Will the kids want it? Agree on it?

None of this is a reason not to buy. Several clients have cottages throughout the Midwest that they visit every summer. It's just a reason to do the numbers and have the family conversations before the offer, not after.

If you're a client considering a second home purchase, text me at 513-434-1930 to discuss if it makes sense.

07/07/2026

Are you afraid to spend money in retirement? Some of us are great savers, some are excellent....spenders. 😁💵

My client conversations range from creating a budget to encouraging a retiree to buying the car they always wanted. Today's video covers the risks of spending too little after work life is finished.

Happy July! What financial to-do's are sticky notes on your desk or nightstand that stare at you each evening before bed...
07/01/2026

Happy July! What financial to-do's are sticky notes on your desk or nightstand that stare at you each evening before bed?

Updating a beneficiary on your IRA, removing a deceased family member as your Power of Attorney, or.......just creating a Power of Attorney can be little tasks that still need to be tackled as we begin the back half of 2026.

If you're a client and one of these has been sitting on your to-do list, text me at 513-434-1930 and we'll work on it together.

Happy Monday! 🐶🐕
06/29/2026

Happy Monday! 🐶🐕

"Wait. My ex would get my 401(k)?"Sometimes, yes. 😬The beneficiary forms on file for your retirement accounts, insurance...
06/25/2026

"Wait. My ex would get my 401(k)?"

Sometimes, yes. 😬

The beneficiary forms on file for your retirement accounts, insurance policies, and other accounts are legally binding—and they almost always override whatever your final will says.

A former spouse still listed on a retirement account can inherit it. Someone written out of your will entirely can still receive an insurance payout. Assets intended for your children may pass to someone else because a form was never updated.

Who is on the bank account title with Mom? The answer may matter more than what her will says.

Are your accounts not up to date? Text me at 513-434-1930.

“I thought we were retiring next year.”“I never said that.”Oh boy.That conversation changes plans quickly. One spouse ma...
06/24/2026

“I thought we were retiring next year.”

“I never said that.”

Oh boy.

That conversation changes plans quickly. One spouse may have been counting down the years. The other may still enjoy working, worry about healthcare, or simply not feel ready to leave their career behind.

Your numbers may say retirement is possible. But the family conversation may not be finished. Now what?

Planning your retirement party is not just about whether your 401(k) balance hits your target milestone. It is also about whether both people are picturing the same next stage of life.

Where will you live? How will you spend your time? What is your best and worst case scenario in ten years? Those questions are much easier to resolve before the retirement date is already circled on the calendar.

If you're having this conversation at home, it may be time for a conversation with your planner, too.

Text me at 513-434-1930.

Address

4240 Airport Road Suite 204
Cincinnati, OH
45226

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+15132547319

Website

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