About
About Money Mgt. Inc
At Money Mgt. Inc., we are focused on providing complete services with the highest levels of customer satisfaction & we will do everything we can to meet your expectations. With a variety of offerings to choose from, we’re sure you’ll be happy working with us. Look around our website and if you have any comments or questions, please feel free to contact us. We hope to see you again! Check back later for new updates to our website. There’s much more to come!
The Love Letter…
If you are reading this it means I have changed my address from earth to heaven and don’t cry for me as Candace was waiting with a welcome party and mom helped her. We would cry for you but there is no sadness here, but you still have all the problems on this old sinful earth and I am in a perfect paradise. Following is a list of assets and what you should do with them:
- Life insurance company, policy number, who to call.
- Each bank account -Bank, acct numbers.
- House information – is there a mortgage and if so, what are the payments and acct # and where to send it.
- Any credit card bills with total information.
- Car loans with information.
- Retirement plans- IRA, 401k, Exc numbers and who to call.
Details of what to pay off and what to invest. Where do you invest money and with who?
Child Asset Builder
Leaving a Generational Legacy
What if you could use the magic of compound interest for decades (i.e., a child policy), yet never pay taxes above basis because you take distributions as a loan?
It is not deemed as income, is not subject to required minimum distributions, and will not affect taxation on social security if in a life insurance policy. Death benefits are tax free as well.
As a parent or grandparent, you can leave a legacy by using the magic of compound interest.