by MRA Advisory Team | Mar 23, 2021 | 401(k), Estate, Finances, Investments, Portfolio, Retirement
You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with... 
by MRA Advisory Team | Mar 10, 2021 | Children, Family, Finances, Planning, Retirement
Children are a special blessing and their arrival brings boundless love and joy into our lives that you can’t put a price on. But adding a child to the household impacts the family budget in very measurable ways. Whether this is your first child or your fourth,... 
by MRA Advisory Team | Mar 3, 2021 | Retirement, Estate, Family, Fidicuary, Finances, Financial Savings, Investments, IRA, Planning, Portfolio
Are you unsure about whether you’re on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family... 
by MRA Advisory Team | Feb 2, 2021 | Retirement, Investments, Portfolio
In a Q & A format, Marco Lima, CEO®, MRA Advisory Group will talk with Andrew Opdyke, CFA, Economist, First Trust. AGENDA: Stock market updateThoughts on the election and how it may impact the marketHow the continuing pandemic may impact stocks RSVP today. Space... 
by MRA Advisory Team | Jan 27, 2021 | Finances, 401(k), Fidicuary, Financial Savings, Planning, Portfolio, Retirement, Women & Wealth
Qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans. How does a 401(k) plan... 
by MRA Advisory Team | Jan 13, 2021 | Investments, Millennial, Planning, Retirement, Socially Responsible Investing
Beth Wahlig, Director of SRI, will be hosting a webinar on Socially Responsible Investing on Wednesday, January 27th at 7:oo – 8:oo pm. Email Beth at [email protected] to RSVP and receive the Zoom link. Many people see the world differently and want to take a...