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
Jun24
Recently, I was dramatically reminded of the need for a conversation about insurance planning as a part of any discussion
Jun19
Marathon Financial Advisors is pleased to welcome Kathy Sands -Kaffenberger, CLTC, CHFC®, to the team in the role of financial
Jun05
I met with a wonderful group last week, to talk about Investment Basics. This group was a mix of people
May10
For the last 19 years, we have been inspired by those who joined us in supporting the Race for the
May09
No retirement planning conversation would be complete without a thorough discussion and understanding of a person or couple’s Social Security
Mar28
Saving for a child’s college education is an emotional topic, on many levels. I have had many discussions regarding saving
Feb26
Thinking of buying a new vehicle this Spring? There are many things to consider when making this huge financial decision
