Oct04
As Autumn arrives, we start to see a lot of attention being given to two things: political campaigns and Medicare
Sep28
The Bipartisan Budget Act passed in early 2018 relaxed some of the rules governing hardship withdrawals from 401(k)s and similar
Sep10
Medicare can often be a daunting and confusing subject for most. When eligibility is reached, many find themselves with questions
Aug16
As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every
Aug07
Marathon Financial Advisors cordially invites our clients to a special presentation demonstrating how to write your personal history and leave
Jul16
I met with a young couple a few weeks ago. They have 2 young children, both work full time, and
Jul05
The increasing cost of healthcare is a concern for workers of all ages. Each year healthcare becomes more expensive, meaning
Jun19
It’s a known fact that many people do not have an estate plan in place. This procrastination may occur because
Jun06
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both
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
