Find That Lost 401(k)!
Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.
Marigny deMauriac CFP®, ABFP®, AAMS® can be found in the following publications:
September Is Life Insurance Awareness Month
Life Insurance Awareness Month is an opportunity to talk about the importance of life insurance.
Investment Strategy: Financial Market Basics
This article is designed to help you understand the basics of investing by breaking down four types of financial markets.
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
What the Inflation Act Means For You
This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.
August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.