Welcome to Marion Investment Advisors
From the Owner:
At age 15, with a job as a bag boy at a local grocery store (my first job was driving an ice cream truck but I typically don’t count that one), I began putting 10% of my paycheck into a savings account. It was beaten into my head to do so, as was the fact that I’d never miss the money, and I needed to build a nest egg for my future. At the time IRA’s did not exist.
At twenty five I began investing money and over the course of the next 15 years I used a variety of investment concepts. Having always worked, and knowing a nest egg for retirement was the goal, what happens when retirement comes was something I did not truly comprehend until retiring at age forty. It’s like a man telling a woman he knows how it feels to be pregnant. He can read about it, listen and vicariously go through the process. However, only by becoming pregnant can he truly understand it.
After a brief time in retirement, which I explain in, The Seven Deadly Sins Committed By the Individual Investor, I returned to the real world and developed a strategy for investing. This strategy is what I apply today for my clients.
If you would like to know more download a free copy of, The Seven Deadly Sins Committed By the Individual Investor, send an email or give me a call on my direct line (803) 403-1420. Click here to download your free copy of, The Seven Deadly Sins Committed By the Individual Investor.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This worksheet can help you estimate the costs of a four-year college program.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here are five facts about Social Security that are important to keep in mind.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Calculating your potential Social Security benefit is a three-step process.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
A bucket plan can help you be better prepared for a comfortable retirement.
There are hundreds of ETFs available. Should you invest in them?
Women must be ready to spend, on average, more years in retirement than men.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.