Jacob Myers had been hounding Vivian for months. At 86, Vivian was confident and lived an independent life. She didn’t make a lot of money during her lifetime, but careful…
Blog
Money Scripts: No Prescription Needed
According to Dr. Brad Klontz who founded the Financial Psychology Institute™, we all have money scripts that followed us from childhood. These unconscious beliefs about money can affect our everyday…
5 DIY Steps to Protect Your Identity
Identity theft is one of the most universal crimes in the world. Nearly 17 million Americans have been affected by identity theft, according to Javelin Strategy & Research. That number…
Can Being Alone Kill Your Retirement?
One in three Baby Boomers are unmarried. Most of us expect widowhood, but the vast majority are either divorced or never married. In reality, only ten percent are widowed. Even…
4 Secrets To Wise Investing
For more than twenty years we’ve helped people make wise investment decisions, and plan for life changing events like retirement and aging. In this article, we’re covering human nature and…
Mental Habits That Affect Graceful Aging And Retirement Success
“Someone stole my life savings. What am I going to do now?” “When I bought the time-share over the phone, I gave my personal information to a salesman. A few…
Read More about: Mental Habits That Affect Graceful Aging And Retirement Success
Squaring The Curve: Don’t Let Aging Happen By Default
“Getting old is not for sissies.” — Bette Davis No one wants to age any faster than is natural for them or have their freedom of choice taken away by…
Read More about: Squaring The Curve: Don’t Let Aging Happen By Default
The Marca Life Planning Story
Founded by Mary Carlson in 1992, Marca Life Planning has been providing clients with retirement planning and education around financial well-being for almost thirty years. Under Mary’s direction, the company…