Marian Financial

18 03, 2014

The Benefits of International Investing – Investor Education Class

By |2014-03-18T11:37:47-04:00March 18th, 2014|Categories: Finance, Investing, Marian Financial, Workshop|Tags: , , |

We have three class opportunities. The Benefits of International Investing | Investor Education Class This class will help investors gain an understanding of the use of International Equities in their portfolios. The traditional 60% equities/40% [...]

19 12, 2013

A Reminder to our 70-1/2 and older Investors

By |2013-12-19T18:03:50-05:00December 19th, 2013|Categories: Finance, Investing, Marian Financial|Tags: , , , , , , |

If you're 70-1/2 this year or older, the IRS requires you to take distributions from your Traditional or SEP IRA accounts.  These are referred to Required Minimum Distributions (RMD's). We have most of our investor's setup for [...]

Load More Posts