Many people who reach age 55 come to us at Blue Marble Advisors and share a familiar feeling:“We have done well, but we are not sure if our plan is...
Blog
Navigating the Financial Seasons: How to Adapt Your Wealth Strategy as Life Evolves
Life is marked by seasons: beginnings, growth, transitions, and reflection. At BMA, we view your financial life in the same way — a unique financial lifecycle that moves through different...
Securing Your Financial Future: 5 Key Moves to Make Now
As the financial landscape continues to shift, from changing tax laws and evolving retirement plans to the growing importance of sustainable investing, it is more important than ever to take...
Guarding Your Retirement: The Role of Long-Term Care Insurance
When most people envision retirement, they picture travel, hobbies, and time with loved ones, not the possibility of needing long-term care. Yet, the reality is that nearly 70% of people...
The Power of Social Security Maximization in Retirement
The Power of Social Security Maximization in Retirement For many retirees, Social Security is more than just a monthly check, it’s a critical piece of their long-term income strategy. Yet,...
June is Annuity Awareness Month!
June is Annuity Awareness Month—a perfect time to take a closer look at the essential role annuities can play in creating a secure and predictable retirement. At Blue Marble Advisors,...
Unlocking Financial Flexibility: Is Refinancing Your Annuity the Right Move?
When it comes to managing retirement finances, annuities often provide a reassuring stream of income. However, what many annuity holders may not realize is the potential financial opportunity in refinancing...
Navigating Your Financial Life Cycle with Blue Marble Advisors
At Blue Marble Advisors (BMA), we understand that every individual and family experiences a unique financial journey. From the early stages of wealth accumulation to the complexities of retirement planning,...
Creating Retirement Income: A Comprehensive Guide
While retirement is often perceived as a period of well-earned rest and leisure, the critical aspect of ensuring a steady income stream often poses a challenge. This article aims to...
Reasons to Hire a Financial Advisor
When it comes to managing your finances, it can be difficult to navigate the complex world of investments and retirement planning on your own. That's why many people turn to...