Planning – Page 2 – MRA Advisory Group
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Category: Planning

Exchange-Traded Funds: Strategies Can Be Trendy or Tried and True

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled. An ETF is a portfolio of securities assembled by an investment company, similar to a mutual fund. An ETF’s underlying investments are often selected to passively track a particular market index, but some may…
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Digital Investing and Planning with a Human Touch

WealthBuilder Investing is a digital investing and planning solution based on your unique financial needs. Visit our website today and see how WealthBuilder can work for you!

How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Perhaps you’re way behind on saving for retirement or have too much debt from unnecessary spending. Or maybe an unexpected challenge, such as a job loss, illness, or break from the workforce for caregiving responsibilities, took a direct hit on your finances. Regardless of how you got to this point, it’s important to develop…
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Monthly Market Insights – April 2019

Click the link below for our Monthly Market Insights for April 2019 http://www.mraadvisory.net/campaigns/monthly-market-insights

Rules on Opening a 529 Plan Account for College

Year over year, participation in 529 plans continues to rise. Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account. Can I open an account in any state’s 529 plan or am I limited to my own state’s plan? It depends on the type of 529 plan you have: college savings plan…
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