MLR Financial Co.

07/04/2026

Wishing everyone a safe and happy Independence Day! We hope your 4th of July weekend is filled with fireworks, fun, and good company with your loved ones. 🎇

06/25/2026

The is the longest day of the year — and roughly the halfway mark — which makes it a natural checkpoint for your finances. Here are a few simple items to review to make sure you’re still on track.

Which one are you starting with? Tell us in the comments. 👇

06/21/2026

Today we celebrate the lessons, guidance, and support that lasts a lifetime. to the father figures who lead by example and confidently help us build our futures. 💙

06/19/2026

Today we honor Juneteenth, a symbol of resilience and progress for our nation. Our offices are closed in recognition of this significant moment in history.

06/16/2026

Helping your adult children financially is natural, but temporary support can quietly turn into long-term dependency. Setting financial boundaries and focusing on guidance protects your future while helping them build independence.

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06/12/2026

An in-plan Roth conversion lets you transfer certain pre-tax retirement savings into an after-tax Roth account, so future growth and qualified withdrawals can be tax-free. The tradeoff? You’ll pay taxes on the amount you convert now.

In the right situation, it can be a smart way to manage your tax exposure over time. It all comes down to timing and your long-term plan. Get the details here and see when it might make sense for you:

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06/10/2026

Budgeting doesn’t have to be overwhelming. Watch our quick video to learn simple steps to organize your finances and confidently plan for what’s next.

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06/07/2026

Maximize your child's educational future by leveraging a tax-advantaged 529 college savings plan, which offers flexible contribution and investment opportunities for families.

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06/06/2026

Maximize your child's educational future by leveraging a tax-advantaged 529 college savings plan, which offers flexible contribution and investment opportunities for families.

Investing in your child’s educational future Before we dive into setting up your 529 plan, it’s important to fully understand what a 529 plan is. A 529 plan is a savings plan that allows you to save for educational expenses while enjoying tax advantages. In addition to the tax benefits, these in...

06/05/2026

Teacher Appreciation Week is here! Teachers turn curiosity into knowledge, uncertainty into confidence, and potential into purpose. This week, we’re celebrating the magic that happens – inside and outside the classroom – because of you. Thank you for all that you do!