What’s Your Tax Bracket? Douglas Marion, Advanced Wealth Strategies, explains how to determine your tax bracket for 2023. Advanced Wealth Strategies™ is an Educational Resource to help you potentially achieve a tax-advantaged retirement, lifetime income, asset...
Stocks Explained: Douglas Marion, Advanced Wealth Strategies, shares: A Brief History of Stocks, How Stocks Work & How Stocks Can Make You Money. Advanced Wealth Strategies™ is an Educational Resource to help you potentially achieve a tax-advantaged...
Cyber Protection and You: Are your computers hooked up to the Internet? Do you keep personal financial information on your computers? Douglas Marion, Advanced Wealth Strategies, explains the various types of cyber attacks and the devastating affects a data...
Douglas Marion, Advanced Wealth Strategies shares tips to help plan your 5 financial goals for 2023 CONNECT TO 5 GOALS FOR THE NEW YEAR Connect Button
Douglas Marion, Advanced Wealth Strategies shares tips to help women better understand the financial landscape and take control of their futures. CONNECT TO WOMEN & RETIREMENT CHALLENGES. Connect Button
Personal liability insurance is about providing additional financial protection for you and your family. The personal liability coverage within your homeowners policy provides coverage to pay for claims of bodily injury and property damage sustained by others for...
When considering your retirement strategy, how much thought do you give to how long you might live? It can be an uncomfortable reality to consider, but this shouldn't dissuade you from giving it some serious thought. For many people preparing for retirement, one of...
Inheritance Planning for Retirement Accounts Due to recent tax law changes, primarily from the SECURE Act of 2019, a recent popular topic of conversation was the amended rules on inheriting a retirement account. For decades, non-spouse beneficiaries (adult children)...
Why Didn’t My Advisor Warn Me About That? One of the common themes we find in financial planning can be somewhat of an oxymoron. Most people follow the traditional paradigm of advice to sock away as much money as they can into their retirement plans, like 401(k)’s,...
Something on our plate a lot this past year is finding yield on conservative investments. Over the last decade, many have become accustomed to generating 1.5 – 3% on generally conservative investments such as savings, money markets accounts, certificates of deposit...