Claudia Marban & Associates

11/06/2026

Staying connected matters at every age. The National Institute on Aging shares practical ideas for maintaining social connection, especially when routines or circumstances change.

Clarity makes the next step easier to see.

Staying connected can help prevent loneliness and social isolation and protect your mental health and physical health! Learn about risk factors and ways to help you stay connected.

11/04/2026

Any time spent in NYC is a good time! There’s always something to see, somewhere new to explore and a little extra energy in the air. Already looking forward to the next visit.

11/03/2026

Claudia, Carlos and Sandy got out and voted! 🗳️

We’re grateful for the opportunity to make our voices heard and be part of our community. If you haven’t already, there’s still time to get out and vote today!

11/02/2026

Helping aging parents can bring financial questions that families may not expect.

It can be useful to understand:

• Where important documents are located
• Who is authorized to help with financial or health decisions
• What accounts and insurance policies exist
• Who the important professional contacts are
• What your parents want family members to know

These conversations can feel uncomfortable, but having them before a crisis may make future decisions easier to navigate.

Planning is not only about your own finances. Sometimes it is also about being prepared to help the people you love.

https://bit.ly/4sFXW2j

10/31/2026

Happy Halloween from all of us! Whether you’re handing out candy, helping little ones with costumes or just enjoying the fall weather, we hope your day is filled with plenty of fun and a few good treats.

Wishing everyone a safe and happy Halloween!

10/30/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

10/29/2026

What is one fall tradition you look forward to every year?

10/28/2026

Claudia and Carlos had a “Golden” night at Madison Square Garden seeing Harry Styles. A memorable show and a fun night out together!

10/21/2026

Financial anxiety can catch some people by surprise. After spending decades working to prepare for when things can wind down and feel a little less hectic, some people are caught off guard by the profound shifts they encounter when they reach midlife or retire.

True financial planning takes well-being into consideration so you're not caught out by the profound shifts you encounter when you reach midlife or retire.

10/20/2026

Claudia and Carlos had a wonderful time in Beverly Hills, especially getting to enjoy dinner at CUT with their niece.