by MRA Advisory Team | Apr 15, 2024 | High Yield Savings Account, Portfolio, Safety Net, Savings
Have you considered the cash you keep at banks or other financial institutions? We’ve put many clients into the Federally Insured Cash Account (“FICA”). FICA offers: 1. A rate of 4.94% APY* 2. FDIC insurance up to $25 million per account... by MRA Advisory Team | Apr 2, 2024 | Budgeting Tools, Emergency Planning, Financial Planning, Retirement, Safety Net
Reaching certain financial milestones can help you build a strong foundation for your future and set you up for long-term financial success. Here are five money milestones you should aim to hit before you turn 30: Developing a budget and sticking to it: One of the... by MRA Advisory Team | Mar 26, 2024 | Budgeting Tools, Establishing Credit, Finances
If you’re new to budgeting and want to learn how to better manage your money, here’s a beginner’s guide to help you get started: Set a budget: The first step to managing your money effectively is to create a budget. A budget is a plan that outlines... by MRA Advisory Team | Mar 18, 2024 | Estate Planning
We’re pleased to announce that MRA Advisory is now offering estate planning preparation services. With a partnership with Estate Guru, you now have access to smart, attorney-guided software built for estate plan preparation. Are you confident that your legacy is... 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...