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... 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 | Dec 11, 2023 | Financial Planning, Goal Setting, Investments, Retirement Planning
Goal setting is fundamental to sound financial planning. Whether you’re just starting or have been saving for a while, it is essential to identify and prioritize your objectives. Often, however, it’s difficult to express and assign your goals. Are you looking... 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 15, 2023 | Retirement, Retirement Planning, Women's Retirement
In today’s corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By...