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.
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
