MRA Advisory News
MRA Advisory News
Step-by-Step Guide to Achieve a Year of Financial Freedom
While many would agree that the past year has gone by so fast, we cannot deny that it hasn't been kind to everyone. It has brought on a rollercoaster of events that challenged the way we run our business and our lives. Everyone felt that it was a tough year, and it...
What Issues Should I Consider at the Start of 2024? See our Checklist
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 meeting...
SECURE 2.0 Provides New Retirement Savings Options in 2024
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...
Yearly Market Recap for 2023
If you'd like to get started working towards your financial goals in 2024, we can help. We offer complimentary first meetings with our advisors and will work with you to craft a financial plan that fits your life. Schedule a Meeting Overview The year 2023 was...
~ * We Wish YOU a Merry Christmas * ~
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for Vehicle
Starting in 2024, you may be able to irrevocably elect to transfer the new and previously-owned clean vehicle tax credits to dealers who choose to participate in the program. You will receive an immediate financial benefit from the dealer equal to the credit in return...
Master List of Goals: See Our Flowchart
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 for...
~ * Happy Hanukkah * ~
All of us at MRA Advisory wish you a Festival of Lights filled with happy memories, blessings, and prosperity in the new year. And your table filled with latkes, laughter, and love!
What the Stock Market Taught Us This Year: Don’t Fall for These Investing Traps
The uncertainty around near-term interest rates has dominated the story of the stock market in 2023. Perhaps not since the 1970s—when runaway inflation and sky-high interest rates were the crisis du jour—has monetary policy affected investment outcomes in such a...
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