Murphy Wealth Management - MWM Financial

Murphy Wealth Management - MWM Financial At MWM we take a holistic approach to financial services. You are so much more than just your money! Information on this page/profile is directed toward U.S.

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where it is properly registered, or is excluded or exempted from registration requirements. Fee based financial planning and Investment Advisory Services are offered by MWM Advisory Group, LLC., MWM Tax Services, LLC. and Murphy Wealth Management are both associated entities.
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· These materials have been independently produced by MWM Advisory Group, LLC. MWM Advisory Group, LLC. is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed,endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. provides you with investment advise, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

With "Christmas in July" sales and summer spending in full swing, it's easy to feel tempted to make a big purchase or bo...
07/15/2026

With "Christmas in July" sales and summer spending in full swing, it's easy to feel tempted to make a big purchase or book that dream trip. And you know what? Enjoying the money you've worked hard to save doesn't have to come with guilt, as long as you understand why you're spending, what trade-offs you're making, and how the purchase fits into your overall financial plan.

If you want to make sure your spending plan aligns with your long-term goals, contact our team. We're here to help you stay on track with your strategy. (219) 510-5069.

Want to spend your hard-won retirement savings but feel guilty about it? Don't. If you can answer these three questions, you have permission to splurge.

07/14/2026
With travel costs rising, many families are looking for ways to enjoy summer without breaking their budget. That's why s...
07/13/2026

With travel costs rising, many families are looking for ways to enjoy summer without breaking their budget. That's why staycations are becoming extremely popular, offering the chance to explore local attractions, restaurants, and entertainment right in your own backyard.

No matter where you live, have you considered a staycation this summer? If you are rethinking your budget and want to make sure it includes staycations, vacations, or any other financial goals you have in mind, our team is here to help you review and plan. Contact us at (219) 510-5069!

A new study revealed the U.S. cities that are the best spots to spend a "staycation" this summer with friends and family. Some are in California, Florida and other states.

Most of you may not know, but July is Good Care Month, and this is a reminder that caring for the people we love often s...
07/08/2026

Most of you may not know, but July is Good Care Month, and this is a reminder that caring for the people we love often starts with planning ahead. Long-term care planning is part of that. With a shared room at a nursing facility averaging around $9,000 per month, make sure you have a plan in place for this expensive possibility in order to protect your spouse and heirs from having to spend down all your assets to qualify for government assistance. Today’s hybrid strategies can include in-home help with the daily activities of living, too.

Taking the time to have these conversations today can help make future decisions easier knowing everyone is cared for when it matters most. Contact us to discuss more! (219) 510-5069.

Happy 4th of July! As we celebrate our nation's independence, we're also celebrating a historic milestone: the 250th bir...
07/04/2026

Happy 4th of July! As we celebrate our nation's independence, we're also celebrating a historic milestone: the 250th birthday of the United States of America! Enjoy a safe and joyful weekend!

Financial freedom usually doesn’t look the same for everyone. If your goal is to retire comfortably, create more flexibi...
07/01/2026

Financial freedom usually doesn’t look the same for everyone. If your goal is to retire comfortably, create more flexibility, or simply feel confident about your future, the first step should still involve building a plan that aligns with what matters most to you. This National Financial Freedom Day, take a moment to think about where you see your future, and let’s start a conversation about how to get there! (219) 510-5069.

It’s National Insurance Awareness Day and you may want to take a fresh look at your coverage! Many insurance policies to...
06/28/2026

It’s National Insurance Awareness Day and you may want to take a fresh look at your coverage! Many insurance policies today can offer added flexibility, from access to funds during your lifetime, to support for unexpected health needs or retirement planning. If it’s been a while since you reviewed your policy, work with our team to help make sure it still aligns with your goals. Contact us at (219) 510-5069!

Many new large and complex tax laws have been passed in the last decade, with clauses slowly taking effect through time ...
06/26/2026

Many new large and complex tax laws have been passed in the last decade, with clauses slowly taking effect through time and being clarified by the IRS to this day. Instead of waiting until the end of the year, we want to encourage everyone to get pertinent tax advice from their team now, mid-year, while they still have plenty of time to take action. In our latest blog article we wanted to give you a few things to consider for tax planning for informational purposes only. Check it out here: https://bit.ly/4agJt4M

And, in our lifestyle article we share some new wedding trends you should know about. Whether your children or grandchildren are starting to plan their weddings, or you are thinking about a vow renewal, many of these trends reflect a more heart-centered, memorable approach designed to help guests cherish the memory and feel a part of the celebration forever. Check them out here: https://bit.ly/4vvxGrY

Many new large and complex tax laws have been passed in the last decade, with clauses slowly taking effect through time.

Address

332 W US Highway 30 Suite B
Valparaiso, IN
46385

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

Telephone

+12195105069

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