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 | Sep 13, 2024 | Retirement, Taxes
If you’re contemplating a move out of the U.S., think hard about why you want to go. Is it just the right time to retire to the tropical beaches of Costa Rica or to the European charm of Lisbon? Or is it to avoid paying taxes? Those trying to avoid taxes may... 
by MRA Advisory Team | Apr 2, 2024 | Budgeting Tools, Emergency Planning, Financial Planning, Retirement, Safety Net
Reaching certain financial milestones can help you build a strong foundation for your future and set you up for long-term financial success. Here are five money milestones you should aim to hit before you turn 30: Developing a budget and sticking to it: One of the... 
by MRA Advisory Team | Jan 8, 2024 | Retirement, Retirement Planning, Women's Retirement
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year. As... 
by MRA Advisory Team | Sep 18, 2023 | Retirement, Safety Net, Stock Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep... 
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...