Blog
Welcome to the Marline Wealth Management Blog! At Marline, we believe that financial success is attainable for everyone with the right strategies and guidance. In these posts, we will explore the key principles of wealth management and share valuable insights to help you achieve your financial goals. Whether you're just starting on your wealth-building journey or looking to optimize your existing portfolio, Marline is here to assist you every step of the way.
Why an Emergency Fund Matters More Than You Think
Emergency funds turn surprises into speed bumps. Learn why they matter, how much to save, where to keep it, and simple steps to build and maintain your safety net.
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Cash Flow 101: The Simple Way To Know Where Your Money Is Going
Cash flow doesn’t have to be complicated. Learn how to spot common spending leaks, separate fixed costs from flexible spending, and plan for irregular expenses, so surprises don’t turn into debt and your money lines up with your goals.
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A Simple Financial Check-In: 3 Q’s That Can Tell You a Lot
Reflect on your financial well-being with these three vital questions: Do you have savings in place? Are you earning enough to meet your needs? How manageable is your debt?
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Embracing Financial Wellness: Your Guide to National Financial Wellness Month
Kickstart National Financial Wellness Month by understanding financial wellness and how to achieve it. Read our first entry of this month's series for top tips and actionable steps.
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2025 Year-End Financial Checklist: A Few Items to Review Before 2026
Wrap up the year with a simple financial checklist—review investments, retirement contributions, tax planning opportunities, charitable and family gifting, insurance, and life changes—so you can start the new year on the right foot.
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Fresh Season, Fresh Goals / Marline Monthly Mail
The September Marline Monthly Mail is here! Market recap, life insurance insights, new Fidelity & Schwab account management, and more! 👉 Read the full September newsletter out now!
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Your August Scoop Of All Things Marline
As summer winds down, our August newsletter brings you timely market updates, practical tips for funding higher education, and news straight from the team.
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July '25 Chart of the Month
In case you missed it, inside our monthly newsletters, July's Chart of the Month takes a deep dive into the power of the time value of money plays on your investments. Check it out!
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July '25 Issue: Marline Monthly Mail
Our Most Explosive Newsletter Yet! In July's issue of MMM, we cover a wide range of topics from our new booking hub, the time value of money in action, and more! Please enjoy this month's edition of Marline Monthly Mail!
Read MoreCommon Retirement Investment Mistakes
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments.
Read MoreELIMINATE THE GUESSWORK
Eliminate the GuessworkCreating an estate plan is a key component of achieving financial wellnessMost people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will...
Read MoreMAKING SENSE OF MEDICARE PARTS A, B, C, AND D
With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs.
Read MoreAppetite for Risk
Investing is a risky business. Understanding the different types of investment risk and the impacts they play on returns is critical for planning a successful, long-term investment strategy.
Read MoreCaring For Aging Parents
There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care.
Read MoreThe Basics of Financial Fitness
Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.
Read MoreManaging Student Loan Debt
A review of some options for federal and private loans.Provided by «Marline Wealth Management» Are you dealing with student loan debt? Have you explored ways to try and restructure it or have it forgiven?No one wants to...
Read MoreBudgeting with a Baby in Mind
It’s a scenario that bears considering: You have a healthy and happy home life, and you want to have a baby, but your financial situation doesn’t leave much room to help you meet the needs of a newborn, much less as the...
Read MoreThe Top 10 Retirement Planning Excuses
Ten common “reasons” why someone does not plan for retirement.Provided by Marline Wealth Management #10: “I’m too busy”Stop procrastinating. How does the saying go? The best time to plant a tree is 30...
Read More50%, 15%, 5%
Some households manage their finances according to these percentages. The 50/15/5 rule presents an easy-to-remember guideline for household budgeting and saving. It is easily explained: each month, you assign 50% of your take-home pay...
Read MoreHow Retirement Spending Changes With Time
Once away from work, your cost of living may rise before it falls. New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money?This concern is legitimate....
Read MoreSo Long, Suits & Ties
The casually dressed workplace seems like the new normal.Decades ago, few employees would have risked wearing jeans to work; they dressed up for their jobs and left their casual clothes at home. Then change came from California,...
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