Marline & Associates Wealth Management

10/07/2026

Do you know the risk factors that can lead to cognitive decline?

10/05/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

09/30/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

09/28/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

09/23/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

09/21/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

09/16/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

09/14/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

09/09/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

09/07/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!