When Marcum Benefit Group set out in 2005, the mission was simple: provide exceptional service and retirement expertise to business owners and individuals. Whether you are a business owner looking to design and facilitate a retirement plan for your employees or an individual looking to begin saving for retirement – our mission is to help in every step along the retirement journey.
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
Use this calculator to determine whether you qualify for the different types of IRAs.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
Compare the potential future value of tax-deferred investments to that of taxable investments.
