by MRA Advisory Team | Sep 3, 2024 | Financial Planning, Goal Setting, Investment Planning, Women In Retirement
Have you noticed your mind drifting? Have you been daydreaming of new ways to envelop yourself in a state of complete relaxation? Have you been envisioning lazy days listening to the peaceful, serene sounds of ocean waves as the sun rises on the horizon? The beach...
by MRA Advisory Team | Aug 26, 2024 | MRA High Yield Savings Account
Beginning on October 1, 2024, the daily ACH withdrawal limit from MRA’s High Yield Savings account with StoneCastle, will be $25,000. The monthly limit will be $100,000 (every 30 days). Clients that have a need for withdrawals in excess of these limits, may...
by MRA Advisory Team | Aug 21, 2024 | Establishing Credit, Finances, Financial Savings, Goal Setting, Portfolio
Tracking your net worth is an important step in managing your financial health. It allows you to see your financial progress over time and helps you identify areas where you may need to make changes. Here’s how to track your net worth and the benefits of doing...
by MRA Advisory Team | Aug 14, 2024 | Estate Planning
If you missed our Estate Planning Webinar you may now view the recording. If you have any questions or concerns regarding Estate Planning for you and your family, our advisors are always available to help. If you currently do not have a financial advisor, we offer...
by MRA Advisory Team | Aug 5, 2024 | Annuities, MRA's Annuity Marketplace
We are excited to introduce you to an innovative solution designed to enhance your financial planning and investment strategy: our new Annuity Marketplace. At MRA Advisory, we understand that planning for a secure financial future can be complex. That’s why we’ve...
by MRA Advisory Team | Aug 1, 2024 | Debt, Establishing Credit
When it comes to debt, it’s easy to think of all debt as being “bad.” However, not all debt is created equal, and understanding the difference between “bad” debt and “good” debt can be an important part of managing your...
by MRA Advisory Team | Jul 17, 2024 | Finances
We understand how overwhelming financial stress can be. We offer complimentary 1st meetings with our advisors and can help you craft a plan that fits your lifestyle. Small steps do have big impact and we’re here to help. Schedule a complimentary meeting...
by Marco Lima | Jul 10, 2024 | Webinar
Webinar:Estate Planning When: Monday, August 12th 2024Time: 6:oo pm – 7:oo pm You’re invited to MRA Advisory Group’s latest webinar on Estate Planning. Hosted by Marco Lima, CFP®, CEO, we will discuss Estate Planning and what you...
by MRA Advisory Team | Jun 25, 2024 | 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. Advisors are ranked on: Scope of practice measured by assets, production and level of service Growth of practice...
