by MRA Advisory Team | Jun 25, 2025 | Establishing Credit, Finances, Goal Setting, Planning, Uncategorized
Mastering personal finance is an essential life skill. Beyond managing money, it’s about optimizing what you already have to build wealth and achieve financial freedom. Whether you are just beginning your career or want to enhance your habits, we discuss seven best... 
by MRA Advisory Team | Jun 18, 2025 | AdvisorHub's "Fastest Growing Advisors to Watch"
Marco Lima, CFP®, CFO, Wealth Advisor at MRA Advisory Group has been named yet again to AdvisorHub’s RIA “Advisors to Watch” list. AdvisorHub has created a list of 1,000 advisors with sophisticated practices, great growth, and a commitment to... 
by MRA Advisory Team | Jun 10, 2025 | Finances, Portfolio, Retirement, Social Security Benefits
You would be better off claiming early if you die young, but if you don’t, starting too early can lock you into reduced payments for decades. So, what’s the right move? MRA Advisory Group offers complimentary first meetings with our advisors. If you’d like... by MRA Advisory Team | May 26, 2025 | Memorial Day
This Memorial Day, let’s remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Their legacy of service and sacrifice will forever be etched in our hearts. Let’s take a moment to be grateful for their dedication and... 
by MRA Advisory Team | May 15, 2025 | Emergency Planning, Finances, High Yield Savings Account, Planning, Safety Net
An emergency fund isn’t just for major disasters. It’s for life’s everyday surprises: a flat tire, an unexpected medical bill, or a layoff you didn’t see coming. And while the idea of saving up months of expenses might sound overwhelming, getting started is easier... 
by MRA Advisory Team | May 7, 2025 | Financial Planning, Goal Setting, Investment Planning, Key Financial Ages, Portfolio, Retirement Planning, Roth 401(k)
Your 40s are all about maximizing your earnings, minimizing taxes, and setting yourself up for financial independence. Here are seven moves to make now. This decade is all about maximizing your earnings, shielding assets from taxes and setting yourself up for a smooth... 
by MRA Advisory Team | Apr 28, 2025 | Estate Planning, Finances, Goal Setting, Investment Planning, MRA Advisory Group, Planning
How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you’re young, you may not have a... 
by MRA Advisory Team | Apr 21, 2025 | Finances, Investments, Market Update, Portfolio, Retirement Planning
If the stock market has you on edge right now, you’re not alone. Fear is a natural reaction when your hard-earned money seems to vanish overnight. But emotional decisions often lead to costly investment mistakes. This guide gives you seven ways to stay grounded,...