Marline & Associates Wealth Management

11/02/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

10/28/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

10/26/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

10/21/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video discusses issues related to your retirement accounts when you move on from your job.

10/19/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

10/15/2026

Fall is here and so is our October newsletter. Shred old documents with coffee on us, catch up on September markets, learn why estate planning is for everyone, and read the story of a swerving van full of silver.

Our October Marline Monthly Mail is here. Read our September market recap, learn about estate planning with us, and the \$2.65 million silver bust in Norway.

10/14/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

10/12/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

10/07/2026

Do you know the risk factors that can lead to cognitive decline?

10/05/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.