MP2 Financial
Built by a U.S. Marine
Helping you make sense of your money.
At MP2 Financial, we understand the importance of financial education for families and veterans. My journey began with $20 and an ID when I left for the Marine Corps. With guidance from mentors and advanced doctoral studies, I learned the value of building a strong financial foundation. Today, we educate, analyze, implement, and maintain strategies that help build lasting money habits, prepare for retirement, and adapt to changing financial trends.
MP2 Financial
🚨 Massachusetts — MP2 Financial is coming your way 🚨
📍 February 16, 2026
MP2 Financial now operates in 17 states.
That matters because more families need help with money decisions.
and clear guidance is hard to find. 💰
It starts with three simple steps 👇
• 🧠 Build financial clarity and confidence
• 🤝 Help yourself first
• 👨👩👧👦 Then help family and friends
Full time. Part time. Between jobs. Changing careers.
The question stays the same:
❓ How do I plan properly for my financial future?
Quick read 👇
mp2financial.substack.com/p/helping-many-families-…
2 months ago | [YT] | 2
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MP2 Financial
🎓 South Carolina 529 — Simple. Tax-Smart.
If you live in South Carolina, this is one of the easiest tax wins available.
💰 100% SC state tax write-off on contributions
📈 Tax-free growth
🎓 Tax-free education withdrawals
🎁 Share a link so family and friends can contribute
College, trade school, K-12, or future credentials — flexibility matters.
👇 Short, clear breakdown here
mp2financial.substack.com/p/south-carolina-529-sim…
#529Plan #SouthCarolina #CollegeSavings #TaxPlanning #FinancialPlanning #MP2Financial
4 months ago | [YT] | 2
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MP2 Financial
📌 2026 retirement changes are coming, is your paycheck prepared?
💰 Higher contribution limits
🧾 New Roth rules for higher earners
⏳ Social Security updates that affect benefit timing
If you save, plan to retire, or already draw income, this matters.
👇 Short breakdown
mp2financial.substack.com/p/2026-retirement-change…
#RetirementPlanning #2026Retirement #401k #IRA #RothIRA #SocialSecurity #FinancialPlanning #MP2Financial
4 months ago | [YT] | 1
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MP2 Financial
🧩 Peace of mind starts with stability. Wealth preservation keeps what you’ve built. Legacy planning passes it on with clarity.
I break it down here: mp2financial.substack.com/p/peace-of-mind-wealth-p…
#WealthPreservation #LegacyPlanning #FinancialSecurity #RetirementPlanning #MP2Financial
5 months ago | [YT] | 2
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MP2 Financial
🦃📈 Thanksgiving Rally — What Comes Next?
The S&P is up 15.83% YTD, but the monthly chart is stretched & momentum is slowing. Not a crash call, just a reminder that profit-taking and volatility are back on the table.
Full breakdown here: mp2financial.substack.com/p/thanksgiving-rally-wha…
#investing #retirementplanning #financialliteracy #marketupdate #SP500 #riskmanagement #longtermplanning #MP2Financial
5 months ago | [YT] | 2
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MP2 Financial
💥 What $100,000 Looked Like Through the Dot-Com and Housing Crashes
If you invested $100K at the peak of the Dot-Com or Housing markets, your balance was cut in half — (not counting inflation) taking 5 to 7 years just to recover nominally.
Read the full breakdown 👇
mp2financial.substack.com/p/what-100000-looked-lik…
#WealthPreservation #RetirementPlanning #FinancialSecurity #MP2Financial
6 months ago | [YT] | 0
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MP2 Financial
🎯 Transitioning into Medicare doesn’t have to be confusing.
Whether you’re turning 65, still working, or covered under a spouse’s plan, timing and coordination matter more than most realize. A few small missteps can mean higher premiums or missed coverage.
I break it all down in my latest post 👇
📖 mp2financial.substack.com/p/transitioning-into-med…
#Medicare #RetirementPlanning #FinancialWellness #MP2Financial
7 months ago (edited) | [YT] | 1
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MP2 Financial
💰 How Many Times Did Trump File for Bankruptcy?
You’ve probably heard the claim — “Trump went bankrupt six times.”
But how true is that, and what does it really mean?
In my latest piece, I break down the facts:
✅ The difference between personal and corporate bankruptcy
✅ The six filings often cited — and why some lists stop at four
✅ How Chapter 11 became a strategic business tool
This isn’t politics — it’s a look at how business, branding, and leverage intersect.
🔗 Read the full story here: mp2financial.substack.com/p/how-many-times-did-tru…
7 months ago | [YT] | 1
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MP2 Financial
🏁 Take Ownership of Your Retirement
If you’ve changed jobs, you might have old 401(k)s, TSPs, 403(b)s, etc. sitting idle. Those dollars worked hard for you — now it’s time they work for you again. Time to take control of your savings 👇
🔗 mp2financial.substack.com/p/take-ownership-of-your…
#RetirementPlanning #FinancialWellness #MP2Financial
7 months ago | [YT] | 2
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MP2 Financial
🔗 Read Part 2: The Crash That Changed Everything
🕰️ + 📉Markets collapsed, fear spread, and millions lost everything.
What happened then still shapes your money today.
open.substack.com/pub/mp2financial/p/part-2-the-cr…
#finance #retirementplanning #markets
7 months ago | [YT] | 1
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