Skip to main content
Log into My MMA
Go
Planning and Advice

By life event

 

Each stage of life has unique challenges. From getting started with your first apartment to phasing out the family business for retirement, you need professional advice. Our advisors offer solutions and guidance.

 

Getting started

You’re finally on your own – away from home and making decisions like paying off school loans or maybe saving for a bigger apartment or a house. This is a good time to make some financial goals so you can be prepared for what’s next.

Go

Budget and debt counseling

No matter your age, where you live, whether you’re married or single, sometimes you need a little help getting your finances in order. We offer counseling services for budgeting or getting out of debt.

Go

Career and marriage

Whether you’re devoting your time to a great career, you’re newly married, you are a childless couple, or you’ve become empty nesters, we have solutions to help you plan your estate and for unexpected health care needs. We understand that your priorities might be different from your peers. 

Go

Starting a family

When the number of people in your household begins to multiply, so do the challenges you face. Don’t fall into thinking you can wait to think about the future. Things like medical crises can pop up unexpectedly, and college tuition and even retirement will be here before you know it.  We can help.

Go

College planning

The cost of college is on the rise. Every year, technical schools, state schools, and private universities nudge up the number it costs to send a child to school. With our planning solutions and savings tools, you can send the kids off to school with a little more peace of mind.

Go

Caring for dependents

When you’re caring for aging parents or dependent adult children, you face unique challenges. By combining faith values and solid financial planning, we can help you making some decisions now that will ease your mind later.

Go

Retirement

Ask five people what retirement looks like and you’ll get five unique answers. From traveling to doing volunteer work, retirement is often the time when people can really put what they believe with what they have. Plan now for how you want to live out what could be the best years of your life.

Go

Leaving a legacy

One basic desire most people share, is to be remembered in a positive way for what they did during their time on earth. Wills and estate planning are opportunities for you to keep supporting your family or favorite charities after you’re gone. Learn how Mennonite Foundation and MMA Trust Company can help.

Go

End of life planning

You’re never too young to make end-of-life plans. Estate administration, income tax issues, retirement accounts, and business succession planning are all elements you should consider. Make it clear now what you want in the future. Learn about the MMA Trust Company.

Go

Rebuild!

Rebuilding may seem a lofty aim today.

Go
Text Size Small Text Large Text
Find an Advisior

Contact an MMA advisor for investment, insurance, and other needs.


Enter Zip Code:

© 2010 MMA


Some products and services offered by MMA may not be available in your state. Please contact us for more information.
 
ShareNet Employer Plan participants in Pennsylvania who lose their existing group health coverage may have other coverage options. Learn more.

Ohio residents can visit here for individual health open enrollment details.

A ministry of Mennonite Church USA and other churches.