May24
Local financial advisors received awards for commitment to clients Orlando, FL – Mary Ann Pierce, Harvey Koenig and Jon Selzer were
May24
$175,000+ Over 20 years – Simply Awesome! The weather was 43°, pounding rain, wind, sleet, dark skies and cold. In spite
May10
Innovative Solutions to Sky-high Long-term Care Costs By Marathon Financial Advisor Kathy Kaffenberger If there are two certainties in life – death
May07
Marathon Financial Advisors is proud to have provided teams for the Susan G. Komen 5K Run/Walk for the last 20
Apr28
The entire staff at Marathon Financial Advisors joined together recently to honor Roberta “Robbie” Krichbaum, Securities Licensed Support staff, as
Apr17
Best practices for stock market declines With recent stock market declines, it’s easy to feel a sense of fear surrounding long-term
Apr17
Protecting Your Identity – FREE SEMINAR While the digital age provides a great deal of convenience for us, problems arise when
Mar26
by Mary Ann Pierce, CLU There is a lot of confusion about IRA’s, or Individual Retirement Accounts. It is a good
Mar05
How does working affect Social Security retirement benefits? If you’re thinking about working as long as possible to increase your retirement
Feb23
Social Security Savvy What to Know to Help Maximize Your Retirement Income Retirement looks very different today than it once did. As the
Feb07
Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the
Key Retirement and Tax Numbers for 2018 Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for
Jan16
Marathon Financial Advisors 2018 Events Tackling Topics to Gain Financial Understanding Like many of you, Marathon Financial Advisors is taking
Nov30
If you’re the parent of a young adult who is still living at home, you might be wondering whether this
Nov27
There is no magic formula to determine how much you or your child should borrow to pay for college. But
Nov20
You may think that the chances of becoming disabled during your working years are slight, and even if you did
Nov16
The hustle and bustle at this time of the year is filled with planning for the holidays, cooking, shopping and
Oct18
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your
Sep27
It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for
Aug14
Many, if not most, of our clients are people planning ahead for their retirement years. Yet, retirement in the 21st
Jul19
Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and
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