Skip to main content

Blog, News & Information

The articles on our blog are designed to teach you about financial concepts that can help you in your pursuit of your financial and retirement goals. Bookmark and visit regularly!

Tax Prep Checklist
How To Get Ready For The Upcoming Tax SeasonFinancial Planning

How To Get Ready For The Upcoming Tax Season

Megna FinancialMegna Financial2026-01-21
The Impact Of AI On Jobs And The WorkforceLifestyleTechnology

The Impact Of AI On Jobs And The Workforce

Megna FinancialMegna Financial2025-12-22
Can I Automate My Required Minimum Distributions With My Retirement Account Provider?Retirement Planning

Can I Automate My Required Minimum Distributions With My Retirement Account Provider?

Megna FinancialMegna Financial2025-12-18
Is Long-Term Care Insurance Worth It?Financial Planning

Is Long-Term Care Insurance Worth It?

Megna FinancialMegna Financial2025-11-20
Budget-Friendly Game Day Tips
Your Ultimate Guide to a Budget-Friendly Game DayLifestyle

Your Ultimate Guide to a Budget-Friendly Game Day

Megna FinancialMegna Financial2025-09-23

Subscribe to our Newsletter!

Join our mailing list. Receive the latest news and information to support your financial goals.

This field is for validation purposes and should be left unchanged.
Name(Required)

Educational Videos

Browse through our animated videos to learn about financial principles that can help you whether you are busy accumulating and growing wealth, preparing to retire or living in retirement now.

Schedule an Appointment

Downloadable

Whitepapers

Our whitepapers are designed to help you learn more about the basics when it comes to finance and retirement issues. Please download and review these whitepapers at your leisure.

Contact Us!

If you want to plan thoughtfully for the future, we welcome the opportunity to work with you!

At Megna Financial, we take the time to listen, share ideas, and see if we’re a good fit to work closely together to design and implement a custom financial plan based on your personal life or business goals. Call us at (608) 203-8006, email us at contact@megnafinancial.com, or send us a message here.

This field is for validation purposes and should be left unchanged.
Name(Required)
FINRA BrokerCheck