Murphy Wealth Management - MWM Financial

Murphy Wealth Management - MWM Financial At MWM we take a holistic approach to financial services. You are so much more than just your money! Information on this page/profile is directed toward U.S.

Facebook third party posts found on our page/profile do not reflect the views of Murphy Wealth Management/MWM Advisory Group, LLC and have not been reviewed by Murphy Wealth Management/MWM Advisory Group, LLC for accuracy. residents only. MWM Advisory Group, LLC is registered as an investment adviser with the States of Indiana and Illinois. MWM Advisory Group, LLC only transacts business in states

where it is properly registered, or is excluded or exempted from registration requirements. Fee based financial planning and Investment Advisory Services are offered by MWM Advisory Group, LLC., MWM Tax Services, LLC. and Murphy Wealth Management are both associated entities.
· Information on this page/profile does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
· This page/profile is a publication of MWM Advisory Group, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
· Information on this page/profile is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
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· Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this page/profile, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance levels.

· These materials have been independently produced by MWM Advisory Group, LLC. MWM Advisory Group, LLC. is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed,endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. provides you with investment advise, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

"Mini retirements" are changing the way people think about work and retirement, giving individuals the opportunity to tr...
09/02/2026

"Mini retirements" are changing the way people think about work and retirement, giving individuals the opportunity to travel, recharge, pursue personal goals, or spend more time with family before leaving the workforce for good. But before taking an extended career break, it's important to understand how it could impact your income, savings, and long-term retirement goals. Contact us to discuss if this is the right fit for your financial plan. (219) 510-5069.

Mini retirements, or micro retirements, are extended breaks from work that give people time to travel, recharge, pursue goals, or focus on family before returning to their careers.

09/01/2026
As summer winds down and the back-to-school season begins, don’t think you’ve missed your chance to squeeze in one last ...
08/28/2026

As summer winds down and the back-to-school season begins, don’t think you’ve missed your chance to squeeze in one last getaway. Just book, pack, and go with these vacation ideas we share in our latest blog that require minimal planning: https://bit.ly/3UckLxn

And, while reading, writing, and arithmetic usually take center stage, other subjects are also important, such as personal finance. Recognition of the importance of educating students about money and finance has grown and classroom requirements have been implemented by the majority of states in America. Learn all about it in our blog: https://bit.ly/4gBDQR5

Back-to-school doesn't mean you've missed your chance for one last getaway. Just book and go with these ideas that require minimal planning!

Building a legacy involves creating a strategy that helps protect your wealth and support your loved ones. For those wit...
08/26/2026

Building a legacy involves creating a strategy that helps protect your wealth and support your loved ones. For those with complex financial situations, tax-efficient planning can play an important role in preservation for future generations. Every legacy plan is unique, so contact our team to learn how we can help align your plan with your long-term goals. (219) 510-5069.

If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.

Retirement is a new chapter, not the end of your story! Leaving the workforce can bring flexibility, but it can also lea...
08/24/2026

Retirement is a new chapter, not the end of your story! Leaving the workforce can bring flexibility, but it can also leave many wondering: What comes next?

Finding your purpose in retirement doesn't have to mean pursuing something big or life changing. It can be found through hobbies, relationships, or simply discovering what brings you joy and fulfillment.

And let's make sure your financial plan reflects whatever you decide. Contact us today at (219) 510-5069!

Finding Purpose After Retirement: Is It as Hard as You Think? Can you reinvent yourself if you don’t know what you’re reinventing for? Can you find purpose after retirement? Purpose has been called life’s compass—the […]

Estate planning can help protect your loved ones and ensure your wishes are honored. If you don't know where to begin, h...
08/19/2026

Estate planning can help protect your loved ones and ensure your wishes are honored. If you don't know where to begin, here are some steps to consider: https://bit.ly/4yaJ26b

• Work with a trusted estate planning attorney.
• Make a list of your assets and outstanding debts.
• Choose the people you trust to carry out your wishes.
• Put the necessary legal documents in place.
• Keep your documents organized and accessible.
• Review and update your plan as your life and circumstances change.

Need help coordinating your estate plan? Contact our team to learn how we can help. (219) 510-5069.

We all know where you choose to retire can have a significant impact on how much you'll need to save. While many retirem...
08/17/2026

We all know where you choose to retire can have a significant impact on how much you'll need to save. While many retirement expenses are shared as a couple, factors like housing costs and your state's cost of living can make the amount needed vary widely.

If you're planning to relocate somewhere new, contact our team at (219) 510-5069. Having a personalized financial strategy can help you prepare for the retirement lifestyle you envision.

Check out Investopedia's map to see the least expensive and most expensive states for couples:

Find out how much savings a typical couple needs to retire comfortably in each U.S. state, with details on what drives retirement costs the most.

National Financial Awareness Day is a reminder to take charge of your financial future! Use today to review your finance...
08/14/2026

National Financial Awareness Day is a reminder to take charge of your financial future! Use today to review your finances, evaluate your savings goals, better understand your debt, and make sure your financial plan is aligned with where you want to go! Contact our team to learn how we can help you create a tailored strategy. (219) 510-5069.

Address

332 W US Highway 30 Suite B
Valparaiso, IN
46385

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

Telephone

+12195105069

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