by MRA Advisory Team | Apr 28, 2026 | Finances, Financial Planning, Social Security Benefits
If you’re nearing retirement, you’ve probably wondered when to start taking Social Security benefits. For years, age 65 was considered the “normal” retirement age, but a law passed in 1983 gradually raised this age to reflect the increasing life expectancy of...
by MRA Advisory Team | Apr 23, 2026 | Financial Planning, Financial Savings, Goal Setting, Investments, Portfolio, Required Minimum Distribution (RMD), Retirement, Retirement Planning, Roth IRA, Uncategorized
A Roth IRA is a powerful retirement tool because you fund it with after-tax dollars and can withdraw the money tax-free after age 59½. It can hold most types of investments, giving you the flexibility to build a diversified portfolio. To use it effectively, it helps...
by MRA Advisory Team | Apr 15, 2026 | Taxes
As of April 3, 2026, the IRS issued almost 70 million income tax refunds for the 2026 filing season, with an average refund amount of $3,462, about 11% higher than last year. If you received a Tax Refund and are unsure of the best way to handle it, we offer...
by MRA Advisory Team | Apr 5, 2026 | Happy Easter
MRA Advisory Group wishes all who celebrate a very Happy Easter!
by MRA Advisory Team | Apr 1, 2026 | Financial Planning, Investment Planning, Joseph Verile, CFP®, Joseph Verile, CRPC®
MRA Advisory Group is excited to share some great news: Joe Verile has successfully passed the Certified Financial Planner™ (CFP®) exam. This is a significant accomplishment. The CFP® exam is widely recognized as one of the most rigorous certifications in the...
