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
Feb23
I thought it might be a nice idea this month while we’re in the midst of winter, to write about
Jan28
Whether you are starting a new business, or have owned your business for many years you will face the question