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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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· 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.

Today is the start of the Medicare Open Enrollment period, which runs October 15th to December 7th annually for those al...
10/15/2026

Today is the start of the Medicare Open Enrollment period, which runs October 15th to December 7th annually for those already on Medicare. Now is the time to check your plan for any changes in co-pays, deductibles, coverages, doctors, covered medications… and compare costs. You can switch to a different Medicare Advantage plan, go back to Original Medicare, add vision or dental, or make other choices for the 2027 benefit year. And remember, your Medicare premium is based on your income from two years prior.

10/13/2026
Healthcare costs are on the rise, and your retirement plan should help ensure you have adequate funds dedicated to this,...
10/12/2026

Healthcare costs are on the rise, and your retirement plan should help ensure you have adequate funds dedicated to this, especially as you get older. Fidelity’s newest projections are $185,500 needed during retirement for healthcare by the average person who has reached age 65. This includes Medicare premiums, copayments, deductibles, and other out-of-pocket costs, but does not include long-term care: https://bit.ly/46Z4bnT

Let’s talk about your retirement plan! Call us at (219) 510-5069.

From planning your retirement to navigating surprise life events, MWM Advisory Group and Murphy Wealth Management will g...
10/09/2026

From planning your retirement to navigating surprise life events, MWM Advisory Group and Murphy Wealth Management will guide you through your unique financial voyage. We look forward to meeting you either in person or virtually to discuss your situation and develop a customized set of services and a complete plan that makes sense for you and/or your business. We can also handle all of your tax planning and accounting needs. https://bit.ly/4dvDoDl

Please call, email or text us to schedule an appointment. (NOTE: Text is available only to schedule an appointment.)
e: [email protected]
ph: (219) 510-5069
text: (219) 242-4073

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares ...
10/08/2026

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares four key factors, affordability, activities, quality of life, and healthcare, across more than 180 cities: https://bit.ly/4rwu2No

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making...
10/07/2026

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making plans to travel, spending time with family and friends, or exercising more, to finding ways to stay useful and relevant as well as financially sound, the subjects explored here are truly worth considering BEFORE you stop working: https://bit.ly/3UYY7sL

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively...
10/01/2026

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively, as a whole. Make sure your plan includes retirement savings, a retirement income plan, savings for life milestone goals (wedding, house, kids’ college), insurance to help protect you from potential adverse life events, your budget, your investments, your legacy plan… everything related to your finances!

We’re here to help. Call us at (219) 510-5069.

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to unc...
09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.

Contact us today at (219) 510-5069 to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

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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