Haeffner Wealth Advisors

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Haeffner Wealth Advisors

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©2023 Money Concepts International Inc. All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC

Haeffner Wealth Advisors is an independent firm not affiliated with Money Concepts Capital Corp.

08/31/2026

Don't need your RMD? You may have another option.

Next Saturday is the International Day of Charity, so let's talk about Qualified Charitable Distributions (QCD)

If you're 73 or older and already give to charity, a Qualified Charitable Distribution (QCD) may allow you to direct part or all of your RMD to an eligible charity instead.

The result? You can support causes you care about while potentially keeping that distribution out of your taxable income.

Give us a call to discuss!
636-239-9087

08/28/2026

One of the best parts of our recent conference wasn’t just what we learned, it was who we got to experience it with.

We had the opportunity to bring our families together, spend some time on the golf course, and enjoy plenty of great conversations and even better memories along the way.

We left with new ideas, fresh perspectives, and valuable insights that will help us continue to grow both personally and professionally, and share the experience with the people who support us every day.

A trip filled with learning, growth, laughter, and family, we couldn't have asked for much more. ⛳️

08/24/2026

Perhaps the most important reminder this month:

You don't have to react to everything you read.

Markets move. Headlines change. Predictions come and go.

Your financial plan should provide a framework for deciding what deserves your attention and what doesn't.

08/21/2026

Some accomplishments are even more special when you get to share them with the people who mean the most.

At this year’s Financial Planning Conference, Matt had the honor of accepting the Bronze President of the Year award, and having his kids right there beside him to accept it together made the moment even more meaningful. ❤️

08/17/2026

The backpacks are packed, the school supplies are bought, and somehow summer went by in about 5 minutes. 😂🎒

Wishing all the kids heading back to school a wonderful year filled with learning, friendships, and plenty of good memories!

08/14/2026

One of the things we love most about Money Concepts International Inc. is that family is such a big part of who we are. ❤️

During our Financial Planning Conference in Hot Springs, VA, our kids had the chance to spend some time together, too.
We loved getting to see our MC families come together and make some memories!

08/10/2026

So what is it that we do?

It’s not just investments. It’s:

• Cash flow
• Debt management
• Tax awareness strategies
• Retirement planning
• Short-term vs long-term goals
• Legacy systems

It’s the whole picture, not one product.

08/07/2026

Friday is here! ✨
Finish the week strong, enjoy the little moments, and make today count.

08/03/2026

Between 401(k) options, IRAs, mutual funds, ETFs, stocks, bonds, and everything in between, it's no wonder so many people feel stuck before they even get started.

The truth is, you're not supposed to be an expert at everything.

That's our job.

You don't have to figure it all out alone. Sometimes the best investment decision starts with a simple conversation.

📞 We're here to help guide you every step of the way.

636-239-9087

07/31/2026

One of the greatest gifts in any career is having someone who's willing to share their knowledge, experience, and perspective.

Thankful for the opportunity to spend some time with my mentor and friend hunting on Vancouver Island. Great conversations, lasting memories, and plenty of lessons that reach far beyond the outdoors.

Address

529 E. 5th Street
Washington, MO
63090

Website

https://www.moneyconcepts.com/mhaeffner

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