by MRA Advisory Team | Aug 4, 2021 | 401(k), Finances, Investments, Portfolio, Socially Responsible Investing, Women & Wealth
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your... 
by MRA Advisory Team | Jul 28, 2021 | 401(k), Fidicuary, Finances, Financial Savings, Investments, Planning, Retirement, WealthBuilder Investing, Women & Wealth
View your financial life. Anytime. Anywhere. Access to our WealthBuilder Planning portal is always free. Paid subscribers work with a dedicated fiduciary advisor who understands that every investor is unique. We employ a systematic process to help our clients achieve... 
by MRA Advisory Team | Jul 13, 2021 | Finances, Financial Savings, Investments, Planning, Portfolio, Retirement, Women & Wealth
As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets can be converted into an ongoing stream of income. Distribution funds are one way to simplify that process. Distribution funds are actively managed mutual funds that... 
by MRA Advisory Team | May 19, 2021 | 401(k), Finances, Financial Savings, Investments, IRA, Planning, Portfolio, Retirement, Socially Responsible Investing, Women & Wealth
Set retirement goals Setting goals for retirement is an important part of retirement investing. For example, do you want to retire early? Would you like to travel during retirement? Do you plan on working post-retirement? Having goals can help you and your financial... 
by MRA Advisory Team | Apr 20, 2021 | 401(k), Finances, Financial Savings, Investments, IRA, Planning, Portfolio, Retirement, Women & Wealth
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 | Mar 16, 2021 | Estate, Finances, Women & Wealth
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.1 years longer than men. That’s important because it means that there’s a greater chance that you’ll need your assets to last for a longer...