Marathon Wealth & Protection Strategies

06/02/2026

This is true for those looking at conversions from traditional assets to those just starting out or in their early earning years! Come see how we work WITH your tax accountant on Conversions and seeing what is best for YOUR situation! Schedule your free no obligation consultation today and see if a Roth Account is for YOU!

After-tax Roth accounts got the bulk of IRA contributions in 2026’s first quarter, while Roth conversions rose 41%, a new analysis shows.

05/20/2026

Does this describe YOU? Are you worried you won't have your position when you return? Are you worried about your Financial Future? We can help answer a few of these questions with our Plan-First process! Set up your free no obligation consultation today!

4 in 10 Americans feel guilty about time spent relaxing, and 8 in 10 won’t use all their PTO this year. Is the idea of ‘work-life blend’ to blame?

05/11/2026

Are you thinking about retiring early? Have you crunched the numbers? Can your financial plan support this? Do you have a plan? These are ALL the questions we can help answer! Set up your free no obligation consultation today and see when you can truly step away for good!

Older workers are calling it quits in droves, jobs data show. Before you join them, make sure you've crunched the numbers—it can be a hard decision to reverse.

05/05/2026

Are you in this position? Not sure how or where to go for advise? Embarrassed with the lack of savings? This is where we can help! We will look at your overall financial situation and listen to your goals and see what type of planning we can enact for YOU! No judgement, just helpful advise that pertains to your individual situation. Set up your free no obligation consultation today!

Federal Reserve data shows about 3 in 10 Americans in their 50s lack retirement savings—even when pensions are included.

04/22/2026

Do you have your plan in place? Is it updated at least annually? If not, this is what we do! Our team will LISTEN to YOUR goals for and in retirement and develop a plan that we will review at least annually for YOUR individual goals. Set up your no obligation consultation today and see how we can help you TAKE THAT FIRST STEP...

Americans’ confidence in their ability to live a comfortable retirement fell sharply amid high costs and fears about the future of Social Security and Medicare. Making a financial plan can help you feel more secure.

04/06/2026

See key market data for the week ending April 2, 2026.

03/31/2026

Not sure which way to go? Maybe having contributions to both? We can help! Set up your free no obligation consultation today and lets work together to obtain YOUR financial goals!

Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.

03/24/2026

Is your retirement and income plan set up to weather the "temporary" volatility that happens with geopolitical events? Would you like to see how we work with our clients, so the "temporary" is not a shock to the system? Set up your no obligation consultation today, and see how we work with YOU to make sure your financial plan is with YOU EVERY step along the way.

Pandemic, inflation, Ukraine, Iran. Compounding shocks are rewriting retirement risk. Why the old planning model isn't enough and what retirees need to do differently.

03/19/2026

Are YOU ready to find your financial independence? Do you know what that means for YOU? We can help! YOUR path, YOUR pace, OUR financial expertise will help YOU get there.

The "get rich quick" way of thinking is often a trap, particularly when it comes to your retirement planning.

03/13/2026

We would add the "11th" Consistent reviews with your Financial Advisor (annual or bi-annual) to make sure YOU are on path to obtain YOUR goals! Don't have an advisor, or the one you have does not conduct these sorts of reviews with you. WE can help! It is what we do!

Contemplating the regrets of the elderly and dying can help guide retirees when planning for happiness and fulfillment in retirement.