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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Five phases to changing unhealthy behaviors.
Understanding the economy's cycles can help put current business conditions in better perspective.
Healthy habits are one of the greatest gifts to give your child.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Being healthy not only makes you feel good, it may also help you financially.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
What are your options for investing in emerging markets?
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.