Share Your Plans!

In my opinion, there is nothing more difficult to accomplish during a time of intense stress than trying to put finances in order.  The stress that I’m referring to in this instance is the death or disability of a loved one.  Perhaps you’re a spouse who has lost a partner, a child who has lost a parent, or a dear friend trying to pick up the pieces of a life. Over the years, we all tend to accumulate things –  financial assets, property such as our home, vehicles, jewelry

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

Why am I thinking about Swiss Cheese, Donut Holes and Medicare?

Why am I am thinking about Swiss cheese, donut holes and Medicare?   Did you ever notice that at certain ages you were oblivious to how old you are? Then you wake up and someone ‘welcomed’ you to Middle Age. Then suddenly, your friends are talking about Social Security and Medicare at the most recent dinner parties you attended? That’s what age I am – maybe you’re the same way. If so, it’s time to start thinking about things like social security and

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

Health Insurance in the Summer

Health insurance isn’t a topic that’s approached during the summer months. With all the traveling and busyness of the season, we tend to put the consideration of health insurance plans off until Open Enrollment in November. However, summer is a perfect time to begin the process of examining your health insurance needs and doing your due-diligence in finding the best suited health plan for you and your family. This topic is one we often help our clients navigate. Here are

Team Marathon for the Cure – a Postscript

$191,000+ Over 21 years – Simply Awesome! The weather was picture perfect, sunny blue sky and 65 degrees. The warmth of the sun added to the warmth of the energy from so many participants. With our Team, Marathon for the Cure, of 26 people there was no question that it was a day filled with emotions and success. With a list of names on the backs of our Team Members, walking in honor or in memory of a loved one, we found the inspiration

Today is the Day You’ll Learn More About Life Insurance

Have you ever awakened after a wonderful night’s sleep, opened your eyes, stretched, looked out the window and said to yourself wistfully, “Today is the day I’ll learn more about life insurance.” Probably not. Life insurance isn’t exactly something we like to toss around in our heads while we go about our day. However, there are times in life when the topic becomes extremely important – and we wish we learned more and select the right life insurance coverage for

What Would It Take To Become Financially Fearless?

I was talking to a friend yesterday and we somehow arrived on the subject of how many of us, women especially, suffer anxiety over our finances. This can happen whether we are financially sound (earning a good salary, meeting our financial obligations, have money in the bank), or if we are in a tenuous financial situation (whether it be death of a spouse or partner, divorce, job changes, etc.). At this very moment I have several clients who are working well

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