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The Financial Advantage

The Financial Advantage with Douglas Marion: Charitable Giving Strategies: Planning Your Giving Before Year-End to Support Causes That Matter to You

October 30, 2026

The holiday season often inspires us to give back—and a little planning can help make that generosity more meaningful. In this edition of Financial Advantage, Douglas Marion explores ways to…

The Financial Advantage with Douglas Marion: Understanding the Difference Between Building Wealth and Creating Retirement Income

October 23, 2026

You’ve spent years building your retirement savings. How will those savings help replace your paycheck? In this edition of The Financial Advantage, Douglas Marion explains the difference between accumulating wealth and creating…

The Financial Advantage with Douglas Marion: Open Enrollment: How to Evaluate Your Benefits and Align Them with Your Financial Goals

October 16, 2026

When open enrollment arrives, it’s tempting to check the same boxes and move on. But the benefits you choose can shape your healthcare costs, household budget, and financial security throughout…

The Financial Advantage with Douglas Marion: How Holding Periods May Influence Investment and Tax Planning Decisions

October 9, 2026

When you sell an investment, timing can affect more than your portfolio—it may also influence your tax bill. In this edition of The Financial Advantage, Douglas Marion explains the difference…

The Financial Advantage With Douglas Marion: Setting Effective Financial Goals for Sustainable Success

September 26, 2026

Financial goals are easier to act on when you know exactly what you’re working toward. In this edition of Financial Advantage, Douglas Marion explains how the S.M.A.R.T. framework can turn a…

The Financial Advantage with Douglas Marion: Financial Planning for Aging Parents: Roles, Costs, and Conversations

September 11, 2026

As parents grow older, adult children often begin taking on responsibilities they never expected—from helping with bills and medical appointments to making decisions about housing, caregiving and long-term care. Starting…

Financial Advantage W/ Douglas Marion: Understanding the Difference Between Risk Tolerance, Risk Capacity, and Financial Goals

September 4, 2026

One of the most important decisions investors face is determining how much investment risk is appropriate for them. While market performance and potential returns often receive the most attention, understanding…

Financial Advantage w/ Douglas Marion: Tax Diversification in Retirement: Building Flexibility for Future Income Needs

August 29, 2026

Douglas Marion – Advanced Wealth Strategies When most people think about diversification in retirement, they focus on investments. Spreading money among stocks, bonds, and other assets is a familiar way…

Financial Advantage w/ Douglas Marion: Back-to-Routine Money Reset: Taking Stock Before the End of the Year

August 21, 2026

Shifting from saving for retirement to drawing income from your assets is a meaningful transition. Instead of building balances, you begin relying on them to support your lifestyle. One way…

Financial Advantage w/ Douglas Marion: Insurance Policy Review: When Was the Last Time You Reviewed Your Insurance Coverage?

August 14, 2026

Shifting from saving for retirement to drawing income from your assets is a meaningful transition. Instead of building balances, you begin relying on them to support your lifestyle. One way…