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.
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Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How to help determine life insurance needs to provide for your family after you pass away.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Six overlooked tax deductions to help manage your tax bill.
Learn when it may not make sense to file a claim on your home insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
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 importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.
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