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What Issues Should I Consider When Purchasing Long-Term Care Insurance.

What Will Have The Least Tax Impact:

Harvesting Capital Gains or Roth Conversions

Document Retention Guide

A reference for how long you should keep important documents organized by category.

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ADV PART 2A & 2B | PRIVACY POLICY

Disclaimer: Marathon Wealth Management, LLC (“MWM”) is an Investment Advisor registered with the State of Washington. MWM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. All views, expressions, and opinions included in this communication are subject to change. The publication of information on this website should not be construed by any consumer and/or prospective client as MWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized financial advice.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, marathonwealthmgt.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis. We may provide links to other websites strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. MWM does not make any representations as to the accuracy, timeliness, suitability, or relevance of any information prepared by any unaffiliated party, whether linked to our website or incorporated herein, and takes no responsibility, therefore. All such information is provided for convenience purposes only and all users therefore should be guided accordingly. All information contained on this website is subject to change without notice.