M&M Wealth Advisory

09/25/2026

Think about the foundation of a house.

You probably don’t notice it when the sun is shining, (and if you’re anything like me, you probably don’t think about it at all).

But... It's the very thing keeping your house intact when a major storm rolls through.

A well-tailored financial plan can feel similar.

When the markets are doing well and life is calm, your plan helps you maximize moments that matter.

But you probably won’t think of it every day, and that's a good thing!

Much like the foundation of a house, great plans hold up when the storms of a market correction, major career change, or other unexpected transition hits.

Build with the storm in mind.

09/21/2026

I think we sometimes put off estate conversations because it feels like we’re speaking the worst scenarios into existence.

The thing is that when we aren’t talking about it, or keeping our plans updated, we’re letting that icky discomfort get in the way of helping to preserve all we’ve built over the course of our lives.

And there’s so much more to preserve than money!

On 9/23 Lillie Nkenchor, Paige Romero and Suzy Eckstein will join me to bring that conversation to life.

We’ll talk about how to build a solid plan, decision-making authority, what to do when you or a loved one is suddenly sick, and so much more.

Join us here:

We’re here to help you stay prepared, even in unexpected moments.

What do we do when the unthinkable happens? When a spouse, parent, or loved one suddenly faces a severe cognitive or physical decline? When there’s an earth-shattering diagnosis? And is there actually a way to plan for that? Most view estate planning as a stack of legal documents and a tax strateg...

09/21/2026

On paper, financial advisory firms are built to help you grow your money.

They manage your portfolio, track benchmarks, send reporting and help create financial plans.

That always felt… incomplete to me.

Money is intertwined with real life. It touches your marriage, your children’s futures and your own life goals.

It’s not enough for a firm to grow money for you.

You need a firm that grows with you!

At M&M Wealth Advisory, financial planning is a lifelong process.

We walk with clients through career peaks, small money wins, and all the little and big things that life can bring, with empathy and excellence.

That’s our commitment to you, no matter where you may be in life.

09/19/2026

What do we do when the unthinkable happens?

When a spouse, parent, or loved one suddenly faces a severe cognitive or physical decline?

When your family receives an earth-shattering diagnosis?

Is there actually a way to plan for that?

This month I’m joined by Lille N. Nkenchor Paige Romero and Suzy Eckstein to explore how estate planning works as a real family playbook in times of crisis.

We’ll discuss healthcare proxies, wealth transfers, and how planning now can help build a solid foundation, even in the most difficult moments.

Reserve your spot here:

What do we do when the unthinkable happens? When a spouse, parent, or loved one suddenly faces a severe cognitive or physical decline? When there’s an earth-shattering diagnosis? And is there actually a way to plan for that? Most view estate planning as a stack of legal documents and a tax strateg...

09/17/2026

On paper, financial advisory firms are built to help you grow your money.

They manage your portfolio, track benchmarks, send reporting and help create financial plans.

That always felt... incomplete to me.

Money is intertwined with real life.

It touches your marriage, your children’s futures and your own life goals.

It’s not enough for a firm to grow money for you.

You need a firm that grows with you!

At M&M Wealth Advisory, financial planning is a lifelong process.

We walk with clients through career peaks, small money wins, and all the little and big things that life can bring, with empathy and excellence.

That’s our commitment to you, no matter where you may be in life.

09/16/2026

Staying Legacy Ready:
Estate Planning as Your Emergency Playbook

What do we do when the unthinkable happens?

When a spouse, parent, or loved one suddenly faces a severe cognitive or physical decline?

When there’s an earth-shattering diagnosis?

And is there actually a way to plan for that?

Most view estate planning as a stack of legal documents and a tax strategy for transferring wealth once we’re gone.

But in reality, an estate plan is your family’s emergency playbook.

On September 23rd as Michelle V. Muhammed, CFP®, CDFA®, ChFC® will be joined by attorneys Suzy Eckstein, Paige Romero and Lillie N. Nkenchor to discuss how to build a plan to help navigate when the unthinkable happens.

They’ll explore:
● Navigating cognitive and physical decline
● Managing family expectations and friction
● Healthcare Proxies
● Durable Powers of Attorney, and
● How to maintain continuity, even in crisis.

They’ll also discuss how your advisory team can help handle planning so you can be present for your family.

Join us here:

What do we do when the unthinkable happens? When a spouse, parent, or loved one suddenly faces a severe cognitive or physical decline? When there’s an earth-shattering diagnosis? And is there actually a way to plan for that? Most view estate planning as a stack of legal documents and a tax strateg...

09/14/2026

Between being a mother, a spouse, a business owner and everything in between, there’s never a dull moment.

As women, sometimes it's easy to look up at the end of a week and realize that we haven’t taken many moments for ourselves!

Today, I took some time to get outside and go for a nice walk. It was a nice reminder to pour into me, so that I can continue to pour into others.

If you haven’t already, go outside today!

09/09/2026

When a parent falls ill, the emotional weight can be crushing.

In that moment, the last thing you want to worry about is tracking down account numbers or surprise bills.

For those who have navigated caring for an aging parent, what is one piece of advice you wish you’d known on day one?

Share your wisdom below.

09/01/2026

Is it possible to hold onto your wealth for too long?

For a long time we’ve been taught that “legacy” is something that happens after you’re gone.

You work hard, save diligently for as long as you can, create an estate plan, and eventually, it will dictate where your assets go.

That’s still solid advice, but - again, is it possible to hold on to our wealth for too long?

Yes!

If you’ve built a strong financial foundation for your own future, holding on to excess capital to pass down as an inheritance might not serve you - or your family - as well as you’d think.

Inheriting money at 65 is helpful, but getting help with tuition or funding a down payment for a first family home can change the entire trajectory of a life.

Sometimes legacy lies in our ability to help loved ones in moments when they need it most.

It’s not just in what happens after you’re gone, but what you were able to do while you lived!

08/25/2026

As the American population continues to age, women are increasingly shouldering the responsibility of caregiving.

As of 2024, women account for 60% of all unpaid caregivers for older Americans (PBS, 2024).

Stepping into such a challenging role takes a mental, physical, and financial toll in ways most of us can’t fully appreciate.

Because of this, it's so incredibly important that women build a care team for themselves in the same way we build care teams for our loved ones - and not just friends and loved ones.

Your caregiver care team should include a financial advisor, estate planning attorney, and a therapist to help you navigate the terrain and keep you whole.

The right team of advisors understand that you’re dealing with deeply emotional decisions daily, rather than linear transactions.

Surround yourself with those who are both competent AND
compassionate.

Who’s taking care of you, caretaker?

Sources:
● On Aging population:

● On women as caregivers:
https://www.pbs.org/newshour/show/as-americas-population-ages-women-shoulder-the-burden-as-primary-caregivers

The U.S. population age 65 and over grew from 2010 to 2020 at fastest rate since 1880 to 1890 and reached 55.8 million, a 38.6% increase in just 10 years.