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.

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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.
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· 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.

Limited time opportunity: schedule your complimentary 15-Minute Portfolio Checkup with Joe Murphy!If you have questions ...
06/03/2026

Limited time opportunity: schedule your complimentary 15-Minute Portfolio Checkup with Joe Murphy!

If you have questions about retirement planning, market volatility, taxes, or your current investment strategy, this quick conversation can help you gain a clearer understanding of where you stand and where there may be opportunities for improvement!

Contact Murphy Wealth Management today: https://bit.ly/49zFcsO

06/02/2026
Tune in to "Wealth Health Radio" with Joe Murphy! Learn more about retirement planning and get a clearer picture of what...
05/30/2026

Tune in to "Wealth Health Radio" with Joe Murphy! Learn more about retirement planning and get a clearer picture of what it takes to work toward your financial goals! Joe breaks down complex strategies, educating you on the way to making more informed decisions. Listen live tomorrow at 12 PM CST on WIND 560 AM, or catch up on past episodes anytime here: https://bit.ly/4lZKcvx

As we head into summer, here are some underrated travel tips you can start using on your upcoming trips that can complet...
05/28/2026

As we head into summer, here are some underrated travel tips you can start using on your upcoming trips that can completely change your experience. Read about them in our blog: https://bit.ly/4dPEZTO

And we have finally wrapped up May, National Scam Survivor Day was observed on the second Thursday in May. Throughout the month, the BBB, FBI, and National Cybersecurity Alliance led awareness campaigns focused on common scams and prevention strategies. Read more about how to spot a phishing scam in our blog: https://bit.ly/4dNmAXo

Here are some underrated travel tips you can start using on your upcoming summer trips that can completely change your experience.

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help f...
05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️ (219) 510-5069.

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"If ...
05/25/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today at (219) 510-5069!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

Today is Memorial Day! Remembering all who have made the ultimate sacrifice.
05/25/2026

Today is Memorial Day! Remembering all who have made the ultimate sacrifice.

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:• Home maintena...
05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:

• Home maintenance & repairs

• Travel & rising transportation costs

• Taxes (including RMD surprises)

• Health & wellness expenses

• Graduations, weddings & gifts

• Pet care costs

These “spring surprises” can add up quickly, so knowing what to expect can help reduce your stress and financial shock. Let’s review your strategy and make the necessary changes you see fit. (219) 510-5069.

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

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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