August 2018 – MRA Advisory Group
Parsippany, NJ - USA
+1 844.672.7623

Month: August 2018

Planning for Special Needs Children

    It has been said that the best inheritance we can give our children is a few minutes of our time every day. It’s also true, though, that our children will not always have us in their lives. Children with special needs may require lifetime assistance, which can necessitate that parents prepare for their…
Read more

Rebalancing Your Portfolio

Tip: Rebalancing Schedule. When to rebalance? There is no set rule. Some rebalance when their portfolio’s allocation is off by a specific percentage — say 5%. Others may be comfortable setting the target higher or lower. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that…
Read more

IN THE NEWS – Marco Lima discusses MRA Advisory Group

        Q: Could you provide our readers with a brief introduction to MRA Advisory Group? A: With a fee-based focus, we’re independent RIA with on a mission to “simplify financial planning and wealth management across generations.” We believe that financial advice should be easy to understand, follow and implement no matter what stage…
Read more

IN THE NEWS – How a Financial Advisor Can Help You

      How Can A Financial Advisor Help Secure Our Investments? Over the last few months, global trade wars and rising interest rates at the Federal Reserve have turned the financial markets into an environment that is much more difficult to traverse.  This has inspired many retirees to seek out the expert advice of…
Read more

Important Birthdays over 50

IMPORTANT BIRTHDAYS OVER 50 Tip: Average Benefit. In March 2018, the average monthly Social Security benefit for a retired worker was about $1,410. Source: Social Security Administration, 2018 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you…
Read more

Translate »
Get a Second OpinionAre you concerned about your portfolio, taxes or financial plan?

Book a FREE second opinion conversation with one of our Wealth Advisors. Get insights on how you can improve your personal economy!

Book Now