M Financial Group

With 2024 now behind us, we reflect on the prior year of growth and innovation at M Financial. Our 2024 Year in Review: Expanding Horizons, Deepening Impact, captures milestones and achievements that propel us forward with strong momentum into the new year. From welcoming new firms to the M Community to the opening of our Dallas office, and so much more, our actions in 2024 have set the stage for a productive and successful 2025. Visit the link below to see our full Year in Review site: https://lnkd.in/gDFeTQqe #YearInReview #Growth #CorporateEvents #CorporateGiving #MFinancial 7492018.1

As the calendar turns to a new year, we’re energized for another cycle of growth and opportunity in 2025. Thank you for being part of our journey. From all of us at M, we wish you a bright and prosperous New Year! #NewYear #MFinancial 7486779.1

We are excited to share our comprehensive 2025 Tax Reference Guide, a helpful tool for advisors working with clients on their financial planning. This guide provides detailed information on federal income tax brackets, capital gains tax brackets, retirement planning limits, and gift and estate taxes. Use this guide to stay informed and help your clients make well-informed decisions to achieve their financial goals. #TaxPlanning #2025TaxGuide #FinancialGoals #MFinancial 7462707.1

During this holiday season, we’re reminded of the importance of connection and gratitude. We deeply appreciate our Member Firms, Carrier Partners, and clients who make our work so meaningful. Wishing you a season filled with joy, peace, and time well spent with those who matter most. Happy Holidays from all of us at M Financial! #HappyHolidays #Gratitude #MFinancial 7465462.1

M Financial Group team members joined together this holiday season to support Big Brothers Big Sisters Lone Star and Big Brothers Big Sisters Columbia Northwest. Thanks to the amazing generosity of M Team members, we were able to provide 180 gifts to families in need, spreading joy and cheer to so many. Your kindness and generosity have truly made a difference. Wishing you all a joyous and festive holiday season. To learn more about Big Brothers Big Sisters and how you can contribute, visit bbbs.org. #BeBig #BBBS #HolidayGiving #MFinancial 7461973.1

This December, M Financial celebrated the holiday season in style, hosting two unforgettable gatherings — one in Portland and another in Dallas. From the enchanting cocktail reception to a dazzling dinner and entertainment, every moment was filled with wonder and delight. As the evening unfolded, colleagues mingled, danced, and toasted to a year of shared successes and camaraderie. Thank you to everyone who joined us to make these evenings magical. Here’s to a season of joy and another incredible year ahead! #HolidayCelebration #MCommunity #SeasonOfJoy 7462738.1

Year-end planning is the perfect time to amplify your charitable giving. Life insurance offers unique strategies to increase your impact, from naming a charity as a beneficiary to offsetting donated assets while preserving family wealth. Explore how to turn generosity into a lasting legacy in the carousel below #CharitableGiving #YearEndPlanning #LifeInsurance 7435046.1

Year-end reviews are critical for business owners and managing partners—especially when evaluating the effectiveness of benefits programs. In a recent Newton Knowledge Podcast clip, Mark Singer, ChFC®, NQPC™ and Stephen Target, CLU®, ChFC®, AEP® of Newton One Advisors, LLC dive into this topic with Tami Barraclough, Director of Disability Insurance at M Financial, and Courtney Russell, Senior DI Sales Support Specialist. Tami and Courtney share valuable insights on what businesses should prioritize when reviewing their group LTD programs, from participation to benefit adequacy for key employees. Catch the full conversation to gain actionable takeaways for enhancing your benefits strategy: https://lnkd.in/eqJ3s9CR #YearEndPlanning #BenefitsReview #DisabilityInsurance #MFinancial 7441841.1

Meet Brian Moebs, CLU®, one of our Regional Directors in our Member Firm Solutions Group. As the first of our four Regional Directors, Brian played a crucial part in the rollout of our three other regional teams. Brian’s favorite part of his job is building meaningful relationships with those he works with, and he looks forward to forming more relationships in 2025. Read the spotlight below to learn more about Brian’s role. #EmployeeSpotlight #RegionalDirector #FirmSolutions #MFinancial 7440167.1

As the year comes to a close, it’s a great time to revisit your financial strategy and explore opportunities for effective wealth transfer. Recent regulatory changes, like the SECURE Act, have altered the rules for non-spousal IRA beneficiaries, increasing the potential tax burden. This carousel delves into strategies for maximizing IRAs to benefit your heirs, from leveraging distributions to fund life insurance policies to incorporating charitable options that align with your goals. Start the new year with a plan tailored to your needs. Connect with your local M Financial Member Firm to discover your options. mfin.com/find-a-firm #YearEndPlanning #WealthTransfer #IRAPlanning #MFinancial 7414914.1