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.
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to determine whether you qualify for the different types of IRAs.
