Insights | Marlin Financial Adv

Nov 183 min read

Good News for Healthcare Professionals: College Tuition Costs Are Slowing Down

Here’s some great news: college tuition costs aren’t rising as fast as we thought. This shift could have a significant impact on your...

Nov 43 min read

Should You Buy an Annuity or Wait to Claim Social Security? Here’s How to Decide

If you’re nearing retirement, you’ve probably had a conversation with some advisor pitching an annuity. But the big question is, “Should...

Oct 153 min read

Stop Planning Like You’ll Live Till 90! Do this Instead

Y ou don’t need to plan to live until age 90 when preparing for retirement. Many retirees default to planning for a life expectancy of...

Sep 146 min read

7 Retirement Withdrawal Strategies to Help You Make the Most of Your Retirement

In this post, we’re going to cover seven popular retirement withdrawal strategies, each with their own pros and cons. Whether you’re...

Sep 33 min read

How Much Risk Should You Take in Retirement? A Balanced Approach

One of the most common questions I hear from soon-to-be retirees is, "How much risk should I take with my investments?" It’s a great...

Aug 142 min read

How the First 5 Years Can Make or Break Your Retirement

One of the most significant risks retirees face is market volatility, especially in the early years of retirement. This is known as...

Aug 104 min read

How to Spot a Bad Financial Advisor: Essential Tips for Soon-to-Be Retirees

As you approach retirement, choosing the right financial advisor is one of the most crucial decisions you'll make. A good advisor can...

Aug 22 min read

How the Retirement Spending Smile can Help you Retire Earlier!

Traditionally, many retirement plans use an inflation adjusted spending approach. You start with a certain amount of spending, say...

Jun 201 min read

Front-End vs. Back-End Retirement Spending: Which Suits You?

For a successful retirement it's crucial for you to know if you prefer front-end or back-end loading of your retirement expenses....

Jun 62 min read

Could Moving in Retirement Save You on Taxes? Here’s What You Need to Know

Could moving in retirement save you on taxes? I ran three scenarios for a hypothetical couple looking to move from New York to Florida....

Jan 273 min read

Top 10 Reasons Retirees Should Consider Taking Social Security Benefits at age 70

Here are my top 10 reasons retirees should consider delaying Social Security Benefits until the age of 70. 10 – You Can’t outspend it –...

Oct 11, 20233 min read

Investing in Emerging Markets - Beginners Guide

What are “Emerging Markets”? Emerging Markets is a developing country, think Mexico, China, South Africa, etc. That is the alternative to...