Marlon Shkaidy-Financial Advisor

08/21/2026

Celebrating a family friend who just bought their dream home. It's a reminder that some of life's biggest milestones aren't built in a day, but through years of dedication, patience, and the belief that long-term goals are worth the effort. 🏡👏

08/13/2026

Never underestimate the power of showing up, doing the work, and treating people well. Talent may open doors, but character is what leaves a lasting impact.

08/06/2026

A client recently told me: "I've been meaning to do this for years."

When we finally sat down, the solution wasn't complicated.

The challenge wasn't access to information.
It was having the confidence to act on it.

Funny how the things we put off tend to grow in our minds faster than they do in reality.

08/05/2026

Life gets busy.
A quick pause to appreciate where you are can go a long way.

07/30/2026

I looked through some old photos this weekend.

What stood out wasn't the big events.

It was all the ordinary moments I forgot were happening while they were happening.

07/28/2026

A recent article I read found that some people are saving and investing less because they expect to receive an inheritance someday.

Interesting reminder: financial plans tend to work best when they're built around what you know, not what you hope.

401kspecialistmag.com

07/23/2026

I was looking for a parking spot the other day.

Passed one because I thought I'd find a better one closer.

I didn't.

Ended up walking farther than if I had taken the first spot.

It's funny how often "good enough" gets overlooked because we're waiting for perfect.

07/21/2026

I almost said no to something because it wasn't part of the plan.

I'm glad I didn't.

Some of the best experiences start as interruptions.

07/17/2026

A woman diagnosed with a terminal brain tumor at 30 stopped contributing to retirement accounts.

She wasn't sure she'd be around long enough to use them.

Twenty-one years later, she's still here.

That story caught my attention.

Her point wasn't really about cancer. It was about assumptions.

Specifically, the assumptions we make about how long we have.

Medical advances continue to change what's possible.

People are living longer. Working longer. Staying active longer.

But many financial decisions are still being made using timelines from decades ago.

We often plan based on how long previous generations lived. Not how long we might.

As someone in this profession, I thought that was an interesting perspective.

Sometimes the biggest risk isn't planning for a future that never comes.

It's failing to plan for one that does.

www.forbes.com

07/15/2026

I spent five minutes looking over the menu.

Then ordered the same thing I always order.

Sometimes we don't want a new choice.

We just want to know we have one.

No big takeaway. Just something I noticed.