Get must-know insights on retirement issues relating to your financial future - including getting the most out of your Social Security benefits. We offer local, no-cost seminars to help you make well-informed decisions with confidence.
Discover advanced strategies to keep your wealth safe and intact. We can help you protect life savings from market volatility, tax liability, and other costly wealth-draining factors. Learn ways to make your money work for you.
Let us empower you to enjoy peace of mind and know how you will pay for your fixed-income needs each month. See how you can benefit from specialized financial strategies for lifelong, reliable income no matter what the market does.
Build a personal plan so you can maintain your lifestyle and spend with confidence. We offer planning options for many goals: income, asset protection, risk management, low-risk wealth accumulation, and more.
Franklin Templeton's annual Retirement Income Strategies and Expectations Survey (RISE Survey) was recently released for 2020. This is the ninth year that the RISE Survey has been published.
The survey examines the concerns and attitudes of retirement savers. And it contains some very interesting data for retirement planners and savers alike.
As usual, this year's RISE Survey wasn't any different in the insights it drove home. Here's a roundup of some findings that might be helpful for your own retirement planning efforts.
The novel coronavirus pandemic has had an economic toll that has affected tens of millions of people. Everyone has felt the impact in some form or fashion.
Many people have lost their jobs. Millions of others have been furloughed. Those saving for retirement and those already retired have also had some surprises.
Equity market indexes saw record-breaking swings. Beforehand, those 1,000-point-or-more swings had taken months or even years to occur.
In the first quarter of 2020, some happened as quickly as in 24 hours. Given all this, it's natural for us to think about how much of a toll that the early days of the pandemic had on everyone's retirement security.
In an article by the Urban Institute, Richard W. Johnson talks about seven ways that the Covid-19 pandemic could undermine the retirement plans of many.
"I recommend Mike Marrone, and Marrone Financial, for their professionalism, financial experience, and knowledge of the retirement planning space. Mike is exemplary in his dedication to consumer education and in helping his clients find solutions that fit their complete financial picture."Brent Meyer Jr., Founder of SafeMoney.com