Money Concepts - Sunbury

10/12/2026

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

10/07/2026

Good food, great company, and a team we're proud of. 🐟

Every plan we build has real people behind it, and this is them. Nights like this remind us how much we enjoy working together, and we think our clients can feel that.

Thanks to everyone who made time to join us. Who's picking the spot next time? 👇

📍 40 South Vernon Street, Sunbury, OH 43074
📞 (740) 480-8041
🌐 www.mcsunbury.com
📧 [email protected]

MC Sunbury provides clear, thoughtful financial planning for individuals, couples, and retirees in Sunbury, OH. Focused on clarity, confidence, and long-term guidance.

10/05/2026

Here's a brief introduction to what Bitcoin is, how it works, and some of the potential pitfalls it presents.

09/30/2026

We tend to plan for retirement like it's a finish line or a date on a calendar.

But the more useful question might be this: if you knew you had ten really good, healthy years ahead of you, what would you want them to look like, and with whom?

A solid retirement income plan isn't just about making the money last. It's about making sure it's actually available for the years you're most able to use it.

Let's build a plan around the years that matter most, not just the ones furthest out.

📍 40 South Vernon Street, Sunbury, OH 43074
📞 (740) 480-8041
🌐 www.mcsunbury.com
📧 [email protected]

MC Sunbury provides clear, thoughtful financial planning for individuals, couples, and retirees in Sunbury, OH. Focused on clarity, confidence, and long-term guidance.

09/28/2026

As a couple, make sure you have an understanding of your investment goals and the best way to try to reach them.

09/23/2026

We know what it's like to disagree about money and still be on the same team, because we've lived it ourselves. That's part of why couples tend to feel at ease with us.

We're not just applying textbook advice, we're drawing on our own marriage, our own compromises, and our own version of figuring it out together.

When you work with us, you're working with two people who understand partnership from both sides of the table.

📍 40 South Vernon Street, Sunbury, OH 43074
📞 (740) 480-8041
🌐 www.mcsunbury.com
📧 [email protected]

MC Sunbury provides clear, thoughtful financial planning for individuals, couples, and retirees in Sunbury, OH. Focused on clarity, confidence, and long-term guidance.

09/21/2026

Anyone can convert a traditional IRA to a Roth IRA; income taxes may be due.

09/16/2026

Summer has a way of reminding us what really matters, family gatherings, vacations, watching the kids grow up. It's also a good time to ask a simple question: if something unexpected happened, would your family be okay?

Life insurance isn't complicated, it's a promise that the people you love won't have to worry about the mortgage, the bills, or their future if you're no longer here to provide for them.

Whether you already have coverage and want to make sure it's still the right fit, or you've been putting this conversation off, now's a good time to take a closer look.

Reach out, we're here to help you make the decision with confidence.

📍 Visit Us: 40 South Vernon Street, Sunbury, OH 43074
📞 Call Today: (740) 480-8041
🌐 Visit Our Website: www.mcsunbury.com
📧 Email Us: [email protected]

Summer has a way of reminding us what really matters, family gatherings, vacations, watching the kids grow up. It's also a good time to ask a simple question: if something unexpected happened, would your family be okay? Life insurance isn't complicated, it's a promise that the people you love won't....

09/14/2026

See which states have enacted pay transparency laws, and which states have pending legislation.

09/09/2026

It's one of the harder questions we ask, but one of the most important: if your spouse passed away tomorrow, would you know what to do? Who to call, what accounts exist, what bills are on autopay?

In most households, one partner carries that knowledge alone, which means the other is left relearning their entire financial life during the worst week of theirs.

We make it a point to keep both partners in every meeting, every document, and every decision, so that never has to happen to you.

📍 40 South Vernon Street, Sunbury, OH 43074
📞 (740) 480-8041
🌐 www.mcsunbury.com
📧 [email protected]

MC Sunbury provides clear, thoughtful financial planning for individuals, couples, and retirees in Sunbury, OH. Focused on clarity, confidence, and long-term guidance.