by MRA Advisory Team | Apr 9, 2025 | Finances, Financial Planning, Investment Planning, Portfolio, Retirement Planning, Tariffs
by the MRA Investment Committee Trump Administration Introduces New Tariff Measures On April 2nd, the Trump administration unveiled a sweeping set of tariffs. Unless specific exemptions are granted, a baseline 10% tariff applies to all imports from all countries.... 
by MRA Advisory Team | Apr 7, 2025 | Biblically Responsible Investing (BRI), Portfolio, Retirement Planning, WealthBuilder Investing
Introducing MRA Advisory Group’s WealthBuilder Biblically Responsible Investing (BRI) Portfolios – Align Your Investments with Your Faith. Are you looking to invest in a way that aligns with your Christian values and principles? We are excited to introduce... 
by MRA Advisory Team | Mar 27, 2025 | IRA, Planning, Portfolio, Retirement, Retirement Planning
Young savers are flocking to Roth IRAs. They are taking the advice of parents, workplace financial coaches and tax advisers, who have long preached the gospel of these accounts to save for retirement and even big purchases. By getting the money in early, the... 
by MRA Advisory Team | Mar 26, 2025 | Investments, IRA, Portfolio, Retirement
The rollover is the most frequent IRA transaction, but mistakes are common, leading to unnecessary taxes and penalties. The rollover is the most frequent IRA transaction, but most people do only a few rollovers during their lifetimes. Mistake are a result of this... 
by MRA Advisory Team | Mar 12, 2025 | MRA Advisory Update
March 12, 2025, 11:45 AM (EST) Recent Market Volatility Due to Tariffs As highlighted in several reports, the recent imposition of U.S. tariffs has significantly contributed to market volatility. The introduction of new tariffs has led to continued... 
by MRA Advisory Team | Mar 12, 2025 | Finances, Financial Planning, Financial Savings, Investments, IRA
Introduction Planning for retirement is a crucial aspect of life that deserves careful consideration, regardless of your age or career stage. With the right strategies, you can pave the way for a comfortable and fulfilling retirement. This guide covers ten essential... 
by MRA Advisory Team | Mar 10, 2025 | Planning, Tax Planning, Tax Resource, Tax Tips, Taxes
It’s possible to plan your taxes so that you don’t owe anything to the Internal Revenue Service (IRS) when you file your federal tax return. You can do this by using your W-4 form to adjust your withholding. While most employees know that you... by MRA Advisory Team | Mar 6, 2025 | Building Enduring Wealth Audiobook, Estate Planning, Financial Savings, Investments, Planning, Portfolio, Retirement, Retirement Planning
Take control of your financial future with Building Enduring Wealth for Retirement, a powerful new audiobook designed to help you gain a WealthBuilder Mindset. Read by Marco Lima, CFP®, CEO, and Wealth Advisor at MRA Advisory Group. Marco has spent 20-plus years... 
by MRA Advisory Team | Mar 5, 2025 | Debt, Establishing Credit, Financial Planning, Financial Savings, Goal Setting
Your credit score is an important factor in your financial life. It can affect your ability to get approved for loans, credit cards, and even rental agreements. If you have a low credit score, it can be frustrating and overwhelming to try to improve it. However, there... 
by MRA Advisory Team | Feb 26, 2025 | Financial Planning, Financial Savings, Investments, IRA, Portfolio, Uncategorized
Financial advisors and wealth managers tend to guide their clients with a set of tried-and-true principles: simple, yet effective wisdom that has created wealth despite market crashes, international crises, and dramatic political shifts. For sophisticated investors,... 