Marion Investment Advisors. LLC

(803) 403-1420

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
Agent Photo

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.

Helpful Content

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos arrow