MPM Wealth Advisors

07/17/2026

"I don't even know what I'd say walking in the door."

You don't need to have it figured out. That's what the first conversation is for.

We start by listening. We want to understand where you are before we talk about what we do. If you've been meaning to have this conversation, this may be a good time to start.

This content is for informational purposes only and is not individualized advice.

07/15/2026

Did you know you can give up to $19,000 per person per year without triggering a gift tax? Many people aren't familiar with this. Here's how it works.

This content is for informational purposes only and is not individualized advice.

07/11/2026

Did you know Ohio’s 529 plan lets your contributions grow tax free, and if unused funds are left over, they may now be rolled into a Roth IRA under certain conditions?

Not sure if a 529 is the right fit for your family? Let’s talk.



This content is for informational purposes only and is not individualized advice.

07/08/2026

Many families don't have all four of these documents updated. It's one of the more common gaps we see in estate planning, and one of the easier ones to address.

This content is for informational purposes only and is not individualized advice.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

07/07/2026

You may have noticed something new at mpmwealth.com. We have updated our website with you in mind.

The new site still has what you are used to, including information about our services and resources to help you Retire Right.

We have also added a couple of new things. There is now a short online assessment where you can enter a few simple numbers, such as household income, assets, and debts, to get a snapshot of your finances today. https://mpmwealth.com/

It is meant to be a helpful starting point, not a substitute for a full financial plan.

You will also find blog posts and resources that are easy to share with family or friends who might find them useful.

If you have any questions about the new site, we are happy to help.

Plan. Invest. Thrive.

07/04/2026

Happy Birthday, Greta! Here’s to a joyful year ahead.

07/03/2026

Happy 4th of July from the MPM team!

07/01/2026

Summer is a quieter season for most families, which makes it a good time to look at your estate plan. Not because anything is wrong, but because life moves fast and plans need to keep up.

Here are four things worth checking before the year gets away from you.

Is your will current? If it was written before a marriage, divorce, new grandchild, or major asset change, it may not reflect what you actually want.

Do your beneficiary designations match your intentions? These override your will. An outdated beneficiary on a 401k or life insurance policy can send money somewhere you didn't intend.

Do you have a durable power of attorney and a healthcare proxy in place? If something happened tomorrow, would the right person be able to act on your behalf?

Have you thought about how you want to pass assets to the next generation: and whether there are smarter ways to do it than leaving everything to your estate?
None of this has to be complicated. It just has to be current.

Estate planning strategies vary by situation: a current plan and a conversation with your advisor makes the difference.

This content is for informational purposes only and is not individualized advice.

06/29/2026

Restoring the Great Wall of China is a careful process, and in some places, it is happening one brick at a time.

The Great Wall stretches roughly 13,000 miles, but it is not one continuous structure. Instead, it is composed of many sections built over several dynasties over about 2,000 years.

One restoration effort focuses on the Jiankou section, a steep, rugged section of the wall north of Beijing. The work requires traditional masonry skills, local knowledge, and a deep respect for preserving the structure’s historic character.

For Cheng Yongmao, known as Old Cheng, the work has become a life’s calling. After decades as a bricklayer and restoration specialist, he now helps guide efforts to protect and repair parts of the wall for future generations.

The project is a reminder that preserving history often depends on patience, craftsmanship, and the people willing to protect what came before.


Source:

NBC News visits the monumental 13,000-mile fortifications, which are not, in fact, one contiguous structure but many segments built over several dynasties spanning about 2,000 years.