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 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 | Mar 13, 2024 | Estate Planning, Finances, IRA, Portfolio, Retirement Planning
It can be difficult to get started with financial planning but we can help! At MRA Advisory Group we offer complimentary 1st meetings with our advisors. We’ll work with you to craft a financial plan that fits your lifestyle at the present time. Schedule a... 
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...