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Marathon Financial Advisors

/Marathon Financial Advisors

About Marathon Financial Advisors

This author Marathon Financial Advisors has created 35 entries.

RECAP: State of the Economy

Almost 50 people joined the Marathon Financial Advisors Team for the State of the Economy Seminar on Tuesday, November 5th with Dr. Quincy Krosby at Drumlins Country Club. Dr. Krosby, whose impressive resume includes positions as a U.S. Diplomat, Assistant Secretary of Commerce and a representative of the United States to the International Monetary Fund, spoke eloquently about tariffs, negotiations with China, the effect of politics on the market, other global economies and the Santa Claus Rally.Here are some highlights

State of the Economy 2019

We at Marathon Financial Advisors think that community involvement and education is of the utmost of importance. It’s for this reason that we seek out experts in areas of financial consulting and wealth management for free educational seminars available to the public. Our upcoming speaker, Dr. Quincy Krosby, is an international voice in the world of economics and market strategy, and she’ll be sharing about the current state of the economy. The following is an excerpt of an article written

Medicare Open Enrollment: October 15 – December 7

What is the Medicare  Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The open enrollment period is your opportunity to switch Medicare health and prescription drug plans to better suit your needs. When does the Medicare Open Enrollment Period start? The annual Medicare

Saving for college? Break these three bad habits.

It’s National College Savings Month — and there’s no better time to make sure your savings strategy is on track   Parents — your kids may have headed back to school, but before you know it, they’ll be heading off to college. Fittingly, September is National College Savings Month, so let’s talk strategy. I was recently reading the Student Loan Hero 2018 survey about saving for college and found three worrisome statistics:1 44% of parents feel guilty that they haven’t saved more for

4 Duties of a Fiduciary

You’re probably familiar with the term “fiduciary.” Or perhaps you’ve heard of it and have never known what it means. Often used in the context of retirement plans, but not exclusively, being a fiduciary at its core is a duty of trust, confidence, and responsibility to a beneficiary. A person designated as a fiduciary must have prudence and be able to avoid conflicts of interest for the person they are representing. Loyalty is also emphasized as a requirement, as some

4 Steps to Protect Your Family’s Financial Future

Did you know everyone has an Estate? Even you! Did you know YOU will have the power to say what happens to your estate even after you’re no longer living? You DO, and everyone, regardless of wealth amount, should have a plan in place for the final settlement of their estate.   Most people hear the word “estate” and think of mansions with horse barns and tennis courts. While this isn’t incorrect, it doesn’t describe estates in their most basic form. We

Ten Year-End Tax Tips for 2018

Ten Year-End Tax Tips for 2018 Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a real opportunity for tax savings if you’ll be paying taxes at a lower rate in one year than in the other.

How can I safely shop online this holiday season?

Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However, with this convenience comes the danger of having your personal and financial information stolen by computer hackers. Before you click, you might consider the following tips for a safer online shopping experience. Pay by credit instead of debit. Credit card payments can be withheld if there is a dispute, but debit cards are typically

Life Insurance with a Refund

Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection for a stated or defined period of time, usually from one year to 30 years. If you die during the coverage term, your beneficiary receives the death benefit from the policy. But what if you outlive the term? With return of premium (ROP) life insurance, you receive the return of all your premium payments at the end

Estate Planning – FREE Seminar

The occasion of a family member’s death is never easy. Not only does a family begin the grieving process, but they must plan funerals and events to honor the life of the deceased, but oftentimes, they must also face the overwhelming task of settling the estate. Estate planning is not often a point of consideration for most until it’s too late. Perhaps the largest contributing factor to this procrastination is a lack of clarity regarding estate plans, their purpose, and