Marathon Wealth & Protection Strategies

Whether you savings happen through a workplace plan, personal savings, or other planning tools, progress starts with consistency and automation. If you’ve been waiting for the right moment to get started or review your current plan, let’s talk. Schedule your free no obligation consultation today!

8 Ways To Celebrate 401(k) Day And Boost Your Retirement Savings National 401(k) Day is a good excuse to check in on your retirement savings—and maybe make a few moves your future self will thank you for.

Do you know where you stand with your retirement goals? Do you know your "number"? EVERYONE'S situation is different! What should YOU be doing with any extra savings? These are the questions that we can help answer with YOU! Not only talk to your spouse or partner if you have one, but the main person after that should be your Financial Planner! Don't have one, WE CAN HELP! Set up your free no obligation consultation today and let us help you bring your financial and retirement picture into focus.

Retirement Savings Challenges for 55- to 64-Year Olds: What to Expect in Your Final Working Years If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

Do you how concentrated or non-concentrated your portfolio is? Would you like to know? Let us help! We can run a free analysis on your current portfolio and show you the results. Based on those results, we can look at recommendations from our team of four advisors and see if we can get you in a better position for that possible correction. Set up your FREE NO OBLIGATION consultation today and see how our team of advisors can help your strategy based on YOUR goals!

Is the 60/40 Dead Or Just Playing Possum? The 60/40 portfolio has been the subject of much hand-wringing in recent years. So, what's an investor to do? The solution is "unglamorous": Know what you own.

Take that trip, but ENJOY the trip and all it has to offer! Have a great weekend!

Don’t take that summer trip for granted Travel for discovery’s sake unsettles our received wisdom. It increases our knowledge of the astounding diversity of human ways of life, and it makes it a bit harder to take for granted the way that happens to be our own.

Are your investments set up for a possible correction? Would you like to know what would happen to your current allocation in case of a correction? Have you taken into consideration the time horizon for all of your given assets? WE CAN HELP! Set up your free no obligation consultation and let our team run an analysis on your portfolio and compare that to your time horizon! We are here to help!

The Next Market Crash Is Coming — Here’s How to Prepare Your Business Market pullbacks are inevitable—but the businesses that prepare before confidence starts to crack are the ones best positioned to weather them.

Are you striving for either one of these? Can you achieve Financial Independence before Retirement? If you make a few "tweaks" now will it change your path? Set up your free no obligation consultation today and see what direction you are headed for and if a "tweak" can make a difference!

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Are you sitting in too much cash? Would you like to know about options out there that are not tied to the equity markets? WE CAN HELP! Set up your free no obligation consultation and let our four advisors help build a strategy(s) for you to consider!

Wealth Management Has a $3 Trillion Problem: Investors Are Keeping Too Much Cash Individual investors are sitting on a mountain of cash. There is over $3 trillion in retail money-market funds, hovering around a record high. The risk there is that the yield on cash won’t keep pace with inflation.

There is NO one set number for everyone! Nobody's financial situation is the same as another's they are ALL UNIQUE! If you are fitting into a "cookie-cutter" financial goals plan, you should reconsider your options. Here at Marathon Wealth & Protection Strategies, we listen to your overall goals, gather your financial information and come back with a CUSTOMIZED plan that works for YOUR situation. Want to know what your number really is??? Set up a free no obligation consultation and let us help you to a clear and attainable retirement!

Americans Say They Need $1.46M To Retire Comfortably. Here’s What Retirees Actually Spend On average, Americans think they need $1.46 million to retire comfortably. How does that compare with what retirees in their 60s actually spend?

Do you know what your number is? In our years of doing retirement planning, you can never have a "standard" number for everyone. Each client has their own unique situation and income needs. Some may be at $1.2 million, some above, many below. Want to find out what your number is? We can help! Set up your free no obligation consultation and let us help narrow in that number for you!

Americans Say They Need $1.2 Million to Retire. Most Don't Expect to Have It. Americans say they will need $1.2 million in savings to retire comfortably, but many expect that they will fall short of that target, according to a new survey.

Do you have 401k assets left behind with a previous employer? Are you over 59 1/2 and have a 401k at your current employer? Do you know the tax implications of taking distributions from an employer plan compared to an IRA? If you have answered "yes" or "I am not sure" to any of the questions we should talk! Set up your free no obligation consultation today and see how we can help answer these questions and track down your assets you may have left behind.

New Job or Retirement? Take Control of Your 401 When you leave your job, you may have four options to manage funds in a work-based retirement plan.