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Financial Planning

What Is Financial Planning?

Financial planning is simply a better approach to get qualified financial advice. The process involves taking a holistic view at your finances, including a full understanding your values, financial objectives and main concerns, that will guide financial recommendations. Read More

Financial Independence

Pursue Financial Independence

A solid investment strategy can help you pursue fi nancial independence. But to be truly e ective, any investment strategy must be customized to your unique situation. Read More

Fee-Based Relationship

Making the Switch To a Fee-Based Relationship

If you’re ready to make the change, your financial professional can help you easily transition your accounts if it’s appropriate for you. Read More

Retirement Planning

The Basics of Retirement Planning

When it comes to retirement planning, there are a number of savings vehicles to choose from as well as investment options to understand and consider. Read More

Social Security

The Basics of Social Security

If you feel confused or unsure about Social Security, you’re not alone. According to Nationwide Retirement Institute’s “2022 Annual Consumer Survey on Social Security” Read More

Estate Planning

The Basics of Estate Planning

Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face these issues Read More

Five Retirement Points for Five Years Before You Retire

Retirement is an exciting prospect for many and choosing how to spend your retirement could likely be based on the planning you do today.

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Newsletters

Marathon Financial Strategies

Long-Term Care: What It Is, What It Costs, And How To Prepare

As Americans live longer and care needs become more complex, long term care has become an essential part of retirement planning. Yet for many families, the topic feels overwhelming or easy to postpone. With long-term care costs rising and care needs becoming increasingly common, understanding what support looks like—and how it’s paid for... Read More

Marathon Financial Strategies

Don’t Get Tricked: Protect Your Finances from Online Scams

Stay Safe: Protect Yourself from Scams & Identity Theft We’ve seen a rise in scam activity lately, and we want to arm you with the knowledge and tools to protect yourself from scams and fraudulent activity. October is Cybersecurity Awareness Month — and while kids are out hunting for treats, scammers are out hunting for victims... Read More

Marathon Financial Strategies

Why Investors Look Past Gridlock

The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They are largely about political posturing and therefore don’t take long to get resolved... Read More

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Financial Planning
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