MARQUIS WEALTH GROUP

(480) 581-5330

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  • More
    • Home
    • Who We Are
      • About Us
      • Our Team
      • Our Partners
      • In The Community
    • What we do
      • Achieving the Right "Fit"
      • Process
      • Services
      • Events
      • Market Updates
    • Clients
      • LPL Client Log in
      • American Funds 529 Login
      • Contact
      • Forms
      • Resources
      • Security & Statements
      • Tax Planning

(480) 581-5330

MARQUIS WEALTH GROUP
  • Home
  • Who We Are
    • About Us
    • Our Team
    • Our Partners
    • In The Community
  • What we do
    • Achieving the Right "Fit"
    • Process
    • Services
    • Events
    • Market Updates
  • Clients
    • LPL Client Log in
    • American Funds 529 Login
    • Contact
    • Forms
    • Resources
    • Security & Statements
    • Tax Planning

Market research

Daily Insights

Weekly Commentary

Weekly Commentary

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Weekly Commentary

Weekly Commentary

Weekly Commentary

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Podcast

Weekly Commentary

Podcast

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CALCULATORS AND TOOLS

Planning

Retirement Calculator

https://tools.finra.org/retirement_calculator/ 

College Savings Calculator

https://tools.finra.org/college_savings/ 

Fund Analyzer

https://tools.finra.org/fund_analyzer/ 

Savings Calculator

https://tools.finra.org/savings_calculator/ 

DISCLOSURE: Information and interactive calculators are made available to you as a s self-help tools for your independent to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. 

(PERSONAL) FINANCIAL literacy

RECOMMENDED PODCASTS

Planet Money

Freakonomics

Life Kit: Money

Motley Fool

Rational Reminder ft. Katy Milkman – “How To Change Your Financial Habits”

The Morgan Housel Podcast – “The Art of Spending Money”  

The Jordan Harbinger Show ft. Chris Voss – “Negotiate As If You’re Life Depended On It”

We Study Billionaires

RECOMMENDED BOOKS

Atomic Habits by James Clear

The Intelligent Investor by Benjamin Graham

The Psychology of Money by Morgan Housel

The Millionaire Next Door by Thomas J. Stanley

The Richest Man in Babylon by George S. Clason

Think and Grow Rich by Napoleon Hill

SOCIAL MEDIA

@female.in.finance

@kylascan

@shewolfeofwallstreet

SOCIAL SECURITY & medicare RESOURCES

2025 Social Security & Medicare Guide (pdf)

Download

Social Security Filing Strategies (pdf)

Download

Spousal Benefit for Divorced Clients (pdf)

Download

Social Security Misconceptions (pdf)

Download

Understanding Social Security & Medicare (pdf)

Download

Health Savings Accounts (HSAs) & Medicare (pdf)

Download
OCTOBER 20,2022 MEDICARE WEBINAR REPLAY

Welcome

Learn all about Medicare and what it has to offer.  Presented by Cara Eisinger from Group Plans Inc. 

Watch Now

resource LIBRARY

Marquis Wealth Group offers a wide range of free whitepapers provided by industry leaders and created specifically for our clients. The handouts below act as a virtual library offer the opportunity to strengthen your financial vocabulary. View our free Resource Library content below today! 

Financial Wellness Starts Now (pdf)Download
Financial Planning and Investment Terms (pdf)Download
The ABCs of Financial Terminology (pdf)Download
10 Rules for the Retirement Road (pdf)Download

Copyright© 2023 Marquis WEALTH Group-All Rights Reserved. All entities are separate and unaffiliated with LPL Financial. SECURITIES offERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH STRATOS WEALTH PARTNERS, A REGISTERED INVESTMENT advisor. stratos wealth partners AND THE MARQUIS GROUP ARE SEPARATE ENTITIES FROM LPL FINANCIAL. THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THE SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: 

AK, AZ, CA, CO, FL, ia, IL, MA, MI, MN, MT, NM, OH, OR, VA, WA, WI.

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