Blog
Marilyn's Passion to Educate and Empower
Welcome to Marilyn's blog—a space dedicated to real stories, actionable strategies, and professional advice designed to empower you to make informed financial decisions.
Marilyn's passion to share her insights on how to Take Control of Your Work, Your Wealth, Your Worth and Your Well-being begins here.
Managing money may feel overwhelming, but it doesn’t have to be. Here, you’ll find quick tips and practical steps to help you set bigger, bolder, and brighter intentions for your future.
Empowerment begins with knowledge—and true transformation starts with action.
No matter where you are in your journey, the most important step is to START.
From timeless financial wisdom to practical wellness tips and smart lifestyle strategies, this blog is here to inspire, educate, and support you every step of the way.
Timeless wisdom, practical wellness tips, and smart lifestyle advice—explore Marilyn’s Blogs today!
Trump Account, 529 or UTMA - Which One is the Best for Your Child?
Explore three ways families may save and invest for children: Trump Accounts, 529 College Savings Plans, and UTMA/UGMA accounts. Learn key differences in ownership, taxes, flexibility, and long term planning opportunities.
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Getting Ready for Your 2nd Act
Transitions are inevitable. There may be stages in your life where you need to excuse yourself from the "current" to allow other opportunities to arise. When that moment starts to creep in, how do you begin to process and understand...
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When Your Beloved Passes | 12 Tips to take care of your Financial House
The loss of my beloved husband Steve has changed my life, my world. As much as I thought I would be ready, no words can describe the loss I feel in my heart, my soul. Our family has mourned the loss of Steve and have just begun taking...
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7 Money Mistakes Women Should Avoid to Stay on Track with Their Financial Goals
7 Money Mistakes Women Should Avoid to Stay on Track with Their Financial Goals. Review your financial habits and make sure you’re not unknowingly sabotaging your money goals. As a...
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Your Living Trust and Homeowner's Insurance
With recent devastating fires in Southern California raising concerns, it’s crucial to understand how titling a home in a trust can impact insurance coverage and how to avoid potential claim denials. An often-overlooked issue arises..
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Larger Catch-Up Contributions Begin for Ages 60-63
The SECURE 2.0 Act introduces significant retirement rule changes in 2025, impacting 401(k), 403(b), and IRA contributions. Key updates include automatic 401(k) enrollment for new workplace plans, increased catch-up contributions for 60-63
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The Power of Transformation
Facing the Unthinkable: Are You Prepared for the Sudden Loss of a Loved One?
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Fire! Are You Prepared?
Three expectations usually accompany the purchase of a homeowner’s policy: I’ll never need the insurance. The money specified in the policy is yours The insurer will work with you to settle any claim. The reality is: Fires happen...
Read MoreSummertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same this year? Has market...
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The Tax Cuts and Jobs Act of 2017 (TCJA)
This is the heart of tax season and with the The Tax Cuts and Jobs Act of 2017 (TCJA) we all need to pay special attention to the changes that may impact our returns this year. Please keep this Key Financial Data handy as this year...
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Your Retirement Income
Here’s a million dollar question: How will you transform your savings into income that will last throughout your retirement?1 There are probably as many answers to that question as there are retirees. However, all retirees may...
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Start Talking About Retirement
If you ask people what creates stress in their lives, money is often at the top of the list. Stress in America: Paying With Our Health found money was a somewhat or a very significant source of stress in the lives of 64 percent of...
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