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  Individual Advanced Planning Asset Protection and Preservation We provide a wide array of quality insurance alternatives for your family and your business. Read More >> Longevity Insurance When it comes to long-term planning, certain investments let you save on a tax-deferred basis. Read More >> Life Insurance Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >> Long-Term Care Insurance (LTCI) The risk of contracting a chronic debilitating illness is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy. Read More >> Personal Financial Management Marcum's Personal Financial Management group is focused on your total financial wellness. Read More >> Wealth Management Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >> Wealth Enhancement Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Read More >>	Corporate Benefits Group Employee Benefit Plans Marcum Financial Services Corporate Benefits Group offers innovative and comprehensive employee benefit services for mid- and large businesses. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service. Read More >> Health and Welfare Services Marcum Financial Services Corporate Benefits Group offers a range of core services as well as fee-based services.Read More >> Individual Retirement Planning Retirement Income Planning The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>

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Excerpt:

Wall Street can’t be happy about Congress’ proposal to cap our yearly 401(k) contributions at $2,400 — that’s the tax-deferred amount we would be able to sock away in a retirement plan, down from $18,000.

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