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.
Making the most of surprises is a great reason to work with us.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This worksheet can help you estimate the costs of a four-year college program.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
You’ve made investments your whole life. Work with us to help make the most of them.