by MRA Advisory Team | Mar 27, 2025 | IRA, Planning, Portfolio, Retirement, Retirement Planning
Young savers are flocking to Roth IRAs. They are taking the advice of parents, workplace financial coaches and tax advisers, who have long preached the gospel of these accounts to save for retirement and even big purchases. By getting the money in early, the... 
by MRA Advisory Team | Mar 10, 2025 | Planning, Tax Planning, Tax Resource, Tax Tips, Taxes
It’s possible to plan your taxes so that you don’t owe anything to the Internal Revenue Service (IRS) when you file your federal tax return. You can do this by using your W-4 form to adjust your withholding. While most employees know that you... by MRA Advisory Team | Mar 6, 2025 | Building Enduring Wealth Audiobook, Estate Planning, Financial Savings, Investments, Planning, Portfolio, Retirement, Retirement Planning
Take control of your financial future with Building Enduring Wealth for Retirement, a powerful new audiobook designed to help you gain a WealthBuilder Mindset. Read by Marco Lima, CFP®, CEO, and Wealth Advisor at MRA Advisory Group. Marco has spent 20-plus years... 
by MRA Advisory Team | Oct 15, 2024 | Investments, IRA, Planning, Portfolio, Retirement Planning, Savings
The WealthBuilder Planning App. View your financial life. Anytime. Anywhere. Our WealthBuilder Planning services offer an ongoing collaborative financial planning process: Uncover financial blindspots: We help you identify financial blind spots in your personal... 
by MRA Advisory Team | Oct 1, 2024 | Book Release: Building Enduring Wealth for Retirement, Marco Lima, CFP®, CFO, Wealth Advisor, MRA Advisory Group, Planning, Portfolio, Retirement, Retirement Planning
I am thrilled to share some exciting news regarding my latest project. I’m launching a new book today that I believe will greatly interest you!Titled “Building Enduring Wealth For Retirement,” this book represents months of dedicated effort and research.... 
by MRA Advisory Team | Feb 27, 2024 | Budgeting Tools, Financial Savings, Goal Setting, Planning, Savings
If you’re looking for a way to better manage your finances and create a budget, there are many online budgeting tools and apps available to help you get started. Here are five of the best online budgeting tools and apps to consider: Mint: This popular app allows...