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.
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator can help you determine how soon you can pay off your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.
