Marathon Wealth & Protection Strategies

08/31/2026

Do you know where you stand with your retirement goals? Do you know your "number"? EVERYONE'S situation is different! What should YOU be doing with any extra savings? These are the questions that we can help answer with YOU! Not only talk to your spouse or partner if you have one, but the main person after that should be your Financial Planner! Don't have one, WE CAN HELP! Set up your free no obligation consultation today and let us help you bring your financial and retirement picture into focus.

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

08/24/2026

Do you how concentrated or non-concentrated your portfolio is? Would you like to know? Let us help! We can run a free analysis on your current portfolio and show you the results. Based on those results, we can look at recommendations from our team of four advisors and see if we can get you in a better position for that possible correction. Set up your FREE NO OBLIGATION consultation today and see how our team of advisors can help your strategy based on YOUR goals!

The 60/40 portfolio has been the subject of much hand-wringing in recent years. So, what's an investor to do? The solution is "unglamorous": Know what you own.

08/21/2026

Take that trip, but ENJOY the trip and all it has to offer! Have a great weekend!

Travel for discovery’s sake unsettles our received wisdom. It increases our knowledge of the astounding diversity of human ways of life, and it makes it a bit harder to take for granted the way that happens to be our own.

08/20/2026

Are your investments set up for a possible correction? Would you like to know what would happen to your current allocation in case of a correction? Have you taken into consideration the time horizon for all of your given assets? WE CAN HELP! Set up your free no obligation consultation and let our team run an analysis on your portfolio and compare that to your time horizon! We are here to help!

Market pullbacks are inevitable—but the businesses that prepare before confidence starts to crack are the ones best positioned to weather them.

08/13/2026

Are you striving for either one of these? Can you achieve Financial Independence before Retirement? If you make a few "tweaks" now will it change your path? Set up your free no obligation consultation today and see what direction you are headed for and if a "tweak" can make a difference!

08/12/2026

Are you sitting in too much cash? Would you like to know about options out there that are not tied to the equity markets? WE CAN HELP! Set up your free no obligation consultation and let our four advisors help build a strategy(s) for you to consider!

Individual investors are sitting on a mountain of cash. There is over $3 trillion in retail money-market funds, hovering around a record high. The risk there is that the yield on cash won’t keep pace with inflation.

07/28/2026

There is NO one set number for everyone! Nobody's financial situation is the same as another's they are ALL UNIQUE! If you are fitting into a "cookie-cutter" financial goals plan, you should reconsider your options. Here at Marathon Wealth & Protection Strategies, we listen to your overall goals, gather your financial information and come back with a CUSTOMIZED plan that works for YOUR situation. Want to know what your number really is??? Set up a free no obligation consultation and let us help you to a clear and attainable retirement!

On average, Americans think they need $1.46 million to retire comfortably. How does that compare with what retirees in their 60s actually spend?

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.