Marathon Wealth Management, Inc.

12/26/2025

Life is not always fair. Therefore, job security is something we should never take for granted. Job loss due to termination, layoffs, downsizing, outsourcing, or any number of other reasons can be emotionally devastating and financially catastrophic. Even if you are self-employed, unforeseen circumstances can threaten the viability of your business.

In the world of work, if the rug is pulled out from under you, it is reassuring to know that you have laid the groundwork to quickly regain your career and economic footing. Ask yourself this question: “If my current sources of income were reduced or eliminated, what would be my alternatives for making a living?”

Read More: https://www.marathonwealth.net/blog-01/evaluating-your-career-resilience

12/25/2025

Have a very Merry Christmas from all of us at Marathon Wealth Management.

12/23/2025

When bestselling author and motivational speaker Tony Robbins asked billionaire Warren Buffett a few years ago, "What made you the wealthiest man in the world?" Buffett replied, "Three things: Living in America for the great opportunities, having good genes so I lived a long time, and compound interest."

"The biggest thing about making money is time," the investor, who's now worth more than $76 billion, said in an HBO documentary about his life. "You don't have to be particularly smart, you just have to be patient."

12/21/2025

Financial life planning is a marathon, not a sprint.

We believe financial life planning is an ongoing process. It is a holistic approach that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Planning your financial future can be a daunting task. That's where we come in.

We're trained, life-centered financial professionals who can draw on years of experience integrating financial planning & life planning. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

Learn more at www.marathonwealth.net

12/19/2025

Improving one’s financial health is often somewhere on the list of New Year’s resolutions, as many look toward 2026 with hopes of starting fresh. The new year is the perfect opportunity to review your financial goals, align your assets, and ensure your retirement plans are on track for the year ahead.

One key step in organizing your financial life is reviewing your retirement accounts and updating beneficiary forms. These important documents can often be overlooked but are crucial to ensuring your assets are distributed according to your wishes.

Read More: https://www.marathonwealth.net/retirement-corner/new-years-resolutions-0

12/18/2025

Implement supportive money habits that help you achieve your goals. Habits are what keep you going after motivation wears off. If you can implement supportive money habits, you can increase the likelihood of your financial success.

12/16/2025

12/14/2025

Happy Hanukkah! Enjoy this festival with your family from all of us at Marathon Wealth Management.

12/12/2025

As Arthur Godfrey once said, "I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money."

When it comes to managing your retirement accounts, understanding the tax strategies available can make a significant difference. If you own company stock, one such strategy is net unrealized appreciation (NUA), which can offer substantial tax savings. With NUA, you pay ordinary income tax only on the original purchase price of the stock, while any appreciation is taxed at the much lower long-term capital gains rate.

However, NUA isn’t for everyone and must be executed carefully. There are specific requirements to qualify, and you only get one chance to get it right, so it’s essential to follow the proper steps.

Read More: https://www.marathonwealth.net/retirement-corner/nua-timeline-triggering-events-2

12/11/2025

Just like you go to a doctor and get a physical, everyone needs to just do a yearly financial assessment to see where they're at financially. Doing this at the beginning of each year ensures that you can adjust your budget to account for any changes in income and expenses. People tend to underestimate their expenses, so be sure that you’re taking both recurring and one-time expenses into account. An easy way to do this is to create a spreadsheet to track your spending or go back through your bank and credit card statements from the past year to get a ballpark idea of your monthly spending.

12/09/2025