Retirement | Marmo Financial Group, LLC

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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