by MRA Advisory Team | Nov 27, 2025 | Thanksgiving
All of us at MRA Advisory Group wish you and yours a very happy and relaxing Thanksgiving!
by MRA Advisory Team | Nov 18, 2025 | Fidicuary, Finances, Financial Planning, Goal Setting, Investment Planning, IRA, Portfolio, Retirement, Retirement Planning, Roth 401(k), Savings, Socially Responsible Investing, Women & Wealth, Women's Retirement
If you’re looking to get started with financial planning, we can help. We offer a complimentary first meeting with our advisors. Schedule one today because your future needs a plan! Schedule a Meeting with MRA Take a first look at our new commercial below, and...
by MRA Advisory Team | Nov 17, 2025 | 401(k), Finances, Financial Planning, Financial Savings, Investment Planning, Investments, IRA
Warren Buffett, the “Oracle of Omaha,” made his first stock purchase when he was just 11 years old. Today, his net worth stands at over $140 billion. While most young investors won’t match those gains, Buffett’s core advice remains very straightforward:...
by Marco Lima | Nov 5, 2025 | Finances, Market Update, Weekly Market Update, YouTube Channel
I’m excited to share something new I’ve been working on, The Lima Report: Weekly Market Insights, my brand-new YouTube channel where finance meets clarity (and a little personality). Each week, I’ll break down the biggest moves in the stock market, from Wall Street...
by MRA Advisory Team | Oct 21, 2025 | Clarity and Direction, Frederica Peterson Consulting, Goal Setting, Life Change, Transition Course
“The Five Stages of Transition” with Frederica Peterson, Leadership Consultant, Executive Coach and Facilitator, is an intensive virtual on-demand class that will introduce you to 5 fundamental stages to help you manage through times of transition. “Life be...
by MRA Advisory Team | Oct 15, 2025 | Medicare Expenses, Ty Pitman, Director of Insurance Solutions
Last year, seniors picking Medicare coverage faced some tough choices. This year might be even worse. The enrollment period for 2026 Medicare coverage starts Wednesday, and it is likely to be a difficult one for many enrollees. For the second year in a row, big...
by MRA Advisory Team | Oct 14, 2025 | Goal Setting, Planning
Your brain is the boss of your mind and body. It never shuts down and is active even when you’re asleep. It determines how well you perform at work and how far you climb the career ladder, so it’s important to know what it needs to work for you. With modern imaging...
by MRA Advisory Team | Oct 8, 2025 | Finances, Goal Setting, IRA
Investors looking to consolidate their individual retirement accounts—whether it’s to simplify their finances, reduce fees or get access to different investment options—have two options: a direct transfer or a 60-day rollover. MRA Advisory Group can help. We offer...
by MRA Advisory Team | Oct 1, 2025 | Finances, Planning, Safety Net, Savings, Women & Wealth
Many of the money “rules” aren’t rules at all, they’re mostly myths. From renting is “throwing your money away” or lattes “will keep you poor”, we tackle five bad myths. Many of these myths recur frequently because...
by MRA Advisory Team | Sep 22, 2025 | Family, Rosh Hashanah
May this mark the beginning of a peaceful and happy year for you and your loved ones! Wishing you and yours a lucky 5786.
