The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence. One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor, .
How are you going maximize your income strategies and minimize your risks? These decisions should be integrated, working together to ensure that your plan will actually work! Source: "Longevity Risk and Reward for Middle-Income Americans, " Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.
How are you going maximize your income strategies and minimize your risks? These decisions should be integrated, working together to ensure that your plan will actually work! Source: "Longevity Risk and Reward for Middle-Income Americans, " Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.
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J'Neanne is the founder of Marathon Financial Group, LLC, a Registered Investment Advisory fiduciary firm doing business as Theus Wealth Advisors, and has been a financial planner since 2004. She is also a veteran who served as a Naval Officer for 21 years.
She is the author of 'Rescue Your Retirement', a quick and humorous compilation of topics covered in the Retirement Income Planning Course she teaches at the local community college, as well as a more philosophical book - "Retire Abundantly".Occasionally, she writes articles for the Baltimore Business Journal and other media, and was selected a 5-Star Advisor for five years running.
She is the author of 'Rescue Your Retirement', a quick and humorous compilation of topics covered in the Retirement Income Planning Course she teaches at the local community college, as well as a more philosophical book - "Retire Abundantly".Occasionally, she writes articles for the Baltimore Business Journal and other media, and was selected a 5-Star Advisor for five years running.
We take a comprehensive approach to financial planning. Money may be the engine, but decisions drive the bus. Are you aware of, or understand all your options? An objective viewpoint, backed by experience, knowledge and in-depth resources can help you achieve your goals and dreams. If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (443) 718-6310.
Every athlete, even the professionals, has or has had a coach. Anyone successful in business, music, public speaking or the arts - most likely has a coach. Why? Because a coach sees things you cannot. You are IN the picture; the coach sees the picture as it is and as it can be. I was a swim coach for years.
FINRA, the regulatory body that oversees all securities firms in the US, conducts the National Financial Capability Study. Women are less financially literate than men, answering only 48% of questions correctly vs. 58% for men. Despite terrific gains and opportunities for women in our society, other studies show similar results.
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Bill Wallace
Oct 02, 2020
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