Marathon Wealth & Protection Strategies

07/16/2026

Do you know what your number is? In our years of doing retirement planning, you can never have a "standard" number for everyone. Each client has their own unique situation and income needs. Some may be at $1.2 million, some above, many below. Want to find out what your number is? We can help! Set up your free no obligation consultation and let us help narrow in that number for you!

Americans say they will need $1.2 million in savings to retire comfortably, but many expect that they will fall short of that target, according to a new survey.

07/15/2026

Do you have 401k assets left behind with a previous employer? Are you over 59 1/2 and have a 401k at your current employer? Do you know the tax implications of taking distributions from an employer plan compared to an IRA? If you have answered "yes" or "I am not sure" to any of the questions we should talk! Set up your free no obligation consultation today and see how we can help answer these questions and track down your assets you may have left behind.

When you leave your job, you may have four options to manage funds in a work-based retirement plan.

07/14/2026

Unlike Fisher Investment's philosophy, these types products can help in helping meet financial goals. From a guaranteed income to some downside market protection, annuities can play an important role in someone's overall financial plan. Set up your free no obligation consultation and see if these types of tools would be a fit for your individual financial goals!

Annuities can help you feel confident to enjoy a financially secure, healthy, and happy retirement.

07/13/2026

Does your retirement income plan factor for the "risks" that may occur? Not sure how your nest egg will look when drawing income in a down market? Would you like a clearer picture with updated information on a semi-annual or annual basis? Set up your free no obligation consultation today and let us take the "what ifs" out of your financial picture!

Saving is only part of the equation when preparing for retirement—not planning for common risks can increase your odds of running out of money.

07/07/2026

Are you sitting on cash? Have a CD coming mature, and not sure where to turn with it? Beware that those 4 month CD's with 4%-5% APY are ANNUAL rates, not what you will receive in 4 months. You need to take that interest rate divided it by 12 then times by the number of months. (5%/12 = .417, .417x4 = 1.67%) That is your true yield! If you are not sure what to do, or want to learn of your options outside the banks, contact US! We can help guide and show you options that may be better suited for your goals. Set up you free no obligation consultation today!

The gap between average savings rates and today’s top low-risk returns remains surprisingly wide.

07/02/2026

Do you know if your portfolio is too conservative to sustain and provide the income needed for your lifetime? Do you have concerns of having market exposure? If these questions come across your mind, then you need to set up a time to talk to US! We will listen to your concerns and goals, then develop a plan based on those concerns and goals. When implemented, we are not DONE! We will review once or twice a year to make sure your portfolio is still on track with those goals. If not, we adjust! Set up your free no obligation consultation today!

Being too conservative in your retirement years may cause more harm than good; as you might not take inflation or longevity into account.

06/16/2026

Our 5th Annual Client Shredding Event in Colorado was a great success!

There’s something satisfying about helping clients securely dispose of old documents while also having the opportunity to slow down and catch up face-to-face. We loved seeing so many familiar faces and providing a safe, convenient way to protect sensitive information with on-site shredding.

The breakfast burritos were definitely a crowd favorite, and the conversations were even better.

And then there was the view. It’s hard to beat a Colorado morning with Pikes Peak standing tall in the background from our office. We’re grateful for our clients, our community, and another successful year of this tradition.

Thank you to everyone who joined us. We’re already looking forward to next year!

06/11/2026

Is your cash flow plan flexible? Does it allow for shifts in expenses? Unexpected withdrawals? Is it reviewed on an annual or bi-annual basis? If you are answering "no" or "not sure" to these questions you need an advisor who takes all of these into consideration. That advisor is US! We develop a strategic cashflow plan based on YOUR goals and wants, the we adjust based on life happening as it is never a straight line between point A and B. Set up your free no obligation consultation and see how we can help you set up YOUR flexible cash flow plan!

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

06/04/2026

This is different for EVERYONE! There is no straight-line answer as it is tailored to YOUR individual situation. We at Marathon Wealth & Protection Strategies, look at all of your assets and income streams then come up with a plan tailored to YOU and YOUR specific needs and goals! Set up your free no obligation consultation today and see how building a tailored Financial Plan can take the guess work and worry out of your retirement planning!

Understanding how much cash to hold during your retirement can be a delicate balance.

06/03/2026

The biggest question isn't if you need Life Insurance, it's what type of life insurance is best for MY/OUR individual situation! Here at Marathon Wealth & Protection Strategies, we listen to YOUR concerns and what is important to YOU. Then we build an insurance strategy that FITS with your overall Financial Plan.
Set up your free no obligation consultation today and see what plan would be best for YOUR strategy.

Couples should each have life insurance in case one passes away, so the other can maintain the same quality of life. People with young children are strongly recommended to have life insurance to protect their families.