by MRA Advisory Team | Feb 21, 2024 | Estate Planning, Finances, Investment Planning, Key Financial Ages, Portfolio, Required Minimum Distribution (RMD), Retirement Planning, Social Security Benefits
There are some ages that are notable in life – from the age you can first legally vote, to the age you can legally drink. In the world of finance, there are notable ages as well that correspond to your financial life, and it starts as soon as you become an adult. It... 
by MRA Advisory Team | Aug 24, 2023 | Portfolio, Retirement, Retirement Planning, Women's Retirement
Your retirement lifestyle will depend not only on your assets and investment choices but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as... 
by MRA Advisory Team | Aug 24, 2023 | Portfolio, WealthBuilder Dividend Focus Portfolio, WealthBuilder ESG All Equity Portfolio
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment... 
by MRA Advisory Team | Dec 8, 2022 | Portfolio, Retirement, Retirement Planning, Social Security Benefits, Women's Retirement
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses but also what sources of retirement income you’ll have and how long you’ll need your... by MRA Advisory Team | Nov 16, 2022 | Joseph Verile, CRPC®, MRA High Yield Savings Account, Portfolio, Savings
Have a big purchase coming up in the next year or so? Joe Verile, CRPC®, of MRA Advisory Group, discusses how you can make your money work for you. Investing in a choppy stock market like the one we’re in now may not be ideal if you need your principal... 
by MRA Advisory Team | Oct 26, 2022 | 401(k), Estate Planning, Financial Planning, Investment Planning, IRA, Portfolio, Retirement, Socially Responsible Investing, Women's Retirement
One of the best things you can do for yourself and your family is to be prepared to manage your finances responsibly. Knowing the basics behind a well-thought-out investment strategy can help you protect yourself from fraud and/or communicate effectively with a...