Marathon Wealth & Protection Strategies

06/16/2026

Our 5th Annual Client Shredding Event in Colorado was a great success!

There’s something satisfying about helping clients securely dispose of old documents while also having the opportunity to slow down and catch up face-to-face. We loved seeing so many familiar faces and providing a safe, convenient way to protect sensitive information with on-site shredding.

The breakfast burritos were definitely a crowd favorite, and the conversations were even better.

And then there was the view. It’s hard to beat a Colorado morning with Pikes Peak standing tall in the background from our office. We’re grateful for our clients, our community, and another successful year of this tradition.

Thank you to everyone who joined us. We’re already looking forward to next year!

06/11/2026

Is your cash flow plan flexible? Does it allow for shifts in expenses? Unexpected withdrawals? Is it reviewed on an annual or bi-annual basis? If you are answering "no" or "not sure" to these questions you need an advisor who takes all of these into consideration. That advisor is US! We develop a strategic cashflow plan based on YOUR goals and wants, the we adjust based on life happening as it is never a straight line between point A and B. Set up your free no obligation consultation and see how we can help you set up YOUR flexible cash flow plan!

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

06/04/2026

This is different for EVERYONE! There is no straight-line answer as it is tailored to YOUR individual situation. We at Marathon Wealth & Protection Strategies, look at all of your assets and income streams then come up with a plan tailored to YOU and YOUR specific needs and goals! Set up your free no obligation consultation today and see how building a tailored Financial Plan can take the guess work and worry out of your retirement planning!

Understanding how much cash to hold during your retirement can be a delicate balance.

06/03/2026

The biggest question isn't if you need Life Insurance, it's what type of life insurance is best for MY/OUR individual situation! Here at Marathon Wealth & Protection Strategies, we listen to YOUR concerns and what is important to YOU. Then we build an insurance strategy that FITS with your overall Financial Plan.
Set up your free no obligation consultation today and see what plan would be best for YOUR strategy.

Couples should each have life insurance in case one passes away, so the other can maintain the same quality of life. People with young children are strongly recommended to have life insurance to protect their families.

06/02/2026

This is true for those looking at conversions from traditional assets to those just starting out or in their early earning years! Come see how we work WITH your tax accountant on Conversions and seeing what is best for YOUR situation! Schedule your free no obligation consultation today and see if a Roth Account is for YOU!

After-tax Roth accounts got the bulk of IRA contributions in 2026’s first quarter, while Roth conversions rose 41%, a new analysis shows.

05/20/2026

Does this describe YOU? Are you worried you won't have your position when you return? Are you worried about your Financial Future? We can help answer a few of these questions with our Plan-First process! Set up your free no obligation consultation today!

4 in 10 Americans feel guilty about time spent relaxing, and 8 in 10 won’t use all their PTO this year. Is the idea of ‘work-life blend’ to blame?

05/11/2026

Are you thinking about retiring early? Have you crunched the numbers? Can your financial plan support this? Do you have a plan? These are ALL the questions we can help answer! Set up your free no obligation consultation today and see when you can truly step away for good!

Older workers are calling it quits in droves, jobs data show. Before you join them, make sure you've crunched the numbers—it can be a hard decision to reverse.

05/05/2026

Are you in this position? Not sure how or where to go for advise? Embarrassed with the lack of savings? This is where we can help! We will look at your overall financial situation and listen to your goals and see what type of planning we can enact for YOU! No judgement, just helpful advise that pertains to your individual situation. Set up your free no obligation consultation today!

Federal Reserve data shows about 3 in 10 Americans in their 50s lack retirement savings—even when pensions are included.

04/22/2026

Do you have your plan in place? Is it updated at least annually? If not, this is what we do! Our team will LISTEN to YOUR goals for and in retirement and develop a plan that we will review at least annually for YOUR individual goals. Set up your no obligation consultation today and see how we can help you TAKE THAT FIRST STEP...

Americans’ confidence in their ability to live a comfortable retirement fell sharply amid high costs and fears about the future of Social Security and Medicare. Making a financial plan can help you feel more secure.

04/06/2026

See key market data for the week ending April 2, 2026.