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... by MRA Advisory Team | Feb 27, 2024 | Budgeting Tools, Financial Savings, Goal Setting, Planning, Savings
If you’re looking for a way to better manage your finances and create a budget, there are many online budgeting tools and apps available to help you get started. Here are five of the best online budgeting tools and apps to consider: Mint: This popular app allows... by MRA Advisory Team | Feb 21, 2024 | Estate Planning, Finances, Investment Planning, Key Financial Ages, Portfolio, Required Minimum Distribution (RMD), Retirement Planning, Social Security Benefits
There are some ages that are notable in life – from the age you can first legally vote, to the age you can legally drink. In the world of finance, there are notable ages as well that correspond to your financial life, and it starts as soon as you become an adult. It... by MRA Advisory Team | Feb 12, 2024 | Estate Planning, Insurance, Insurance Corner, MRA Advisory Group
Life is a journey filled with uncertainties, and while we cannot predict the future, we can certainly take steps to protect our loved ones from the financial implications of life’s unpredictabilities. Insurance is not just about preparing for the inevitable; it... by MRA Advisory Team | Jan 30, 2024 | Engaged Couples, Estate Planning, Financial Planning, Goal Setting
It may not be as fun as the cake tasting but working with a financial advisor to put together a plan, which highlights financial goals for this new stage of your life, is an important investment towards your future. If you’d like to learn more about how to put... by MRA Advisory Team | Jan 24, 2024 | Financial Planning, Financial Savings, Goal Setting
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... by MRA Advisory Team | Jan 9, 2024 | MRA 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... by MRA Advisory Team | Jan 8, 2024 | Retirement, Retirement Planning, Women's Retirement
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... by MRA Advisory Team | Jan 2, 2024 | Yearly Market Recap
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...