by MRA Advisory Team | Sep 18, 2025 | Safety Net, Savings
As workers across the country make their employee benefits selection during open enrollment over the next month or two, financial advisors say there’s an opportunity to educate young, healthy clients about the advantages high-deductible health plans. In addition to...
by MRA Advisory Team | Sep 17, 2025 | College, FAFSA
After opening late the last two years, the FAFSA (Free Application for Federal Student Aid) for the 2026-2027 school year is back on track to open on the usual start date of October 1. Last year, in addition to the FAFSA opening late in December, families faced...
by MRA Advisory Team | Sep 9, 2025 | Insurance, Medicare Expenses, Planning
If you’re covered by Medicare, here’s some welcome news — Medicare drug coverage can help you handle the rising cost of prescriptions. If you’re covered by Original Medicare, some Medicare Cost Plans, Medicare Private Fee-For-Service Plans, or...
by MRA Advisory Team | Aug 28, 2025 | Insurance, Insurance Corner
MRA Advisory Group is excited to share some great news – Ty Pitman has joined our team as our new Director of Insurance Solutions! Here’s what Ty specializes in: • Group Health Insurance Benefits & Ancillary Plans for small,...
by MRA Advisory Team | Aug 20, 2025 | Real Estate, Retirement, Women & Wealth, Women In Retirement
Claire Kerr wanted to downsize from her five-bedroom, four-bathroom house after her children were grown. Rather than buy something smaller, the 64-year-old marketing manager at 7-Eleven decided she was tired of maintenance and repairs. So she sold her house and...
by MRA Advisory Team | Aug 12, 2025 | Planning, Portfolio, Retirement, Retirement Planning
When is enough, enough? Knowing that you have limited time on this planet, what do you need in order to look back on your life and feel satisfied? Given that we live in a society that worships more, more, more, this can be tricky to answer. It’s critical, however,...
by MRA Advisory Team | Aug 5, 2025 | New Tax Bill, Tax Planning, Taxes
WEBINAR ON DEMAND Navigating the One Big Beautiful Bill Act (PL 119-21): Key Changes Overview Register and Watch The One Big Beautiful Bill Act (PL 119-21) is now law, bringing significant tax changes. We want to ensure you have the information you need. Join our free...
by MRA Advisory Team | Jul 31, 2025 | Budgeting Tools, Finances, Financial Savings, Goal Setting, Planning, Retirement Planning, Safety Net, Savings
Only a small slice of Generation Z is in the habit of paying themselves first. Just 15% of Gen Zers set aside a percentage of every paycheck in savings, and only one in five contribute to a 401(k) or other retirement account, according to a 2024 Bank of America...
by MRA Advisory Team | Jul 16, 2025 | Finances, Financial Planning
Having a conversation with your parents about their finances can seem like a daunting task. However, it is an essential step in helping to ensure their financial well-being as they get older. Here are some practical tips to help you navigate these discussions. Start...
by MRA Advisory Team | Jul 8, 2025 | Estate Planning, Financial Planning, Goal Setting, Portfolio, Retirement, Retirement Planning
How much do you need to retire? A common answer is $1.26 million, according to the Planning and Progress Study 2025 by insurance and financial company Northwestern Mutual. However, you may not need a million dollars to retire comfortably. We’d like to help you...
