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Planning for Special Needs Children

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    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 child’s care after they are gone, or are unable to care for him or her any longer. Envisioning a LifeRead More

Rebalancing Your Portfolio

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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 the best approach? It may sound counter-intuitive, but it may be possible to have too much of a good thing.Read More

IN THE NEWS – Marco Lima discusses MRA Advisory Group

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        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 you are in your financial journey. Our founders have been using a tried and trued process for over 15 yearsRead More

IN THE NEWS – How a Financial Advisor Can Help You

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      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 a financial advisor. This shows that there is no substitute for an experienced, objective view of the market. When weRead More

Important Birthdays over 50

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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 are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are criticalRead More
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