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.
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator is designed to help you attach a dollar figure to your life’s work.
