Marc Trost Financial

Marc Trost Financial "I help people nearing or already in
retirement, plan and manage their
finances so they can live well & have
peace of mind for their lifetime." ~Marc Trost

🗓️ Have you put off your retirement review long enough?Whether you're 5 years out or already retired, it's never too lat...
06/25/2026

🗓️ Have you put off your retirement review long enough?

Whether you're 5 years out or already retired, it's never too late to make sure your plan is working as hard as you did.

Let's sit down and take a look together — complimentary, no strings attached.

📱 703-544-9600
✉️ [email protected]

💛 Have you thought about who would care for you if you couldn't care for yourself?Long-term care isn't just a financial ...
06/24/2026

💛 Have you thought about who would care for you if you couldn't care for yourself?

Long-term care isn't just a financial issue — it's deeply personal.

Without a plan, the burden often falls on family members who may not be prepared for it emotionally or financially.

Planning early gives you and your loved ones options, dignity, and peace of mind.

📞 Let's have this important conversation before you need to.

💡 The Federal Reserve just held interest rates steady — what does that mean for YOUR retirement plan?When the Fed pauses...
06/22/2026

💡 The Federal Reserve just held interest rates steady — what does that mean for YOUR retirement plan?

When the Fed pauses rate changes, it signals confidence in current economic conditions and inflation control. But for pre-retirees and retirees, steady rates can cut both ways.

Here's what to keep in mind:

✅ Borrowing costs remain predictable
✅ Fixed income yields hold steady — good news if you're in bonds or CDs
✅ Consumer confidence may rise, supporting overall economic activity
✅ It's a smart time to reassess your income strategy for any rate environment

The real question isn't what the Fed does — it's whether your retirement plan is built to handle it.

👉 Not sure how today's rate decision affects your situation? Reach out to Marc Trost Financial for a personalized review.

📊 A solid retirement isn't just about saving enough.It's about creating income that shows up reliably, month after month...
06/22/2026

📊 A solid retirement isn't just about saving enough.

It's about creating income that shows up reliably, month after month, no matter what's happening in the economy.

Many retirees are surprised to discover there are strategies specifically designed to provide that kind of steady, predictable income for life — without depending entirely on market performance.

Don't leave your retirement to chance.

👉 Schedule a complimentary conversation and let's map it out together.

Happy Father's Day! 👨‍👧‍👦To all the dads out there working hard to build a better future for their families — today is y...
06/21/2026

Happy Father's Day! 👨‍👧‍👦

To all the dads out there working hard to build a better future for their families — today is your day.

One of the greatest gifts a father can give isn't wrapped in a bow. It's a solid plan that protects the people he loves, provides stable retirement income, and leaves a lasting legacy for the next generation.

If you haven't taken time to review your retirement or estate plan lately, let today be a reminder of exactly WHY you're building it.

Happy Father's Day from all of us at Marc Trost Financial! 🎉

⏰ The clock may be ticking on favorable tax rates.Converting some of your traditional IRA or 401(k) to a Roth now could ...
06/19/2026

⏰ The clock may be ticking on favorable tax rates.

Converting some of your traditional IRA or 401(k) to a Roth now could save you — and your heirs — thousands in taxes down the road.

It doesn't have to happen all at once. A phased approach over several years can make it very manageable.

The key is having a strategy before tax policy changes the equation.

📞 Let's talk about what a Roth conversion could look like for you.

💡 Sometimes all it takes is one conversation to bring your retirement plan into focus.I specialize in helping pre-retire...
06/18/2026

💡 Sometimes all it takes is one conversation to bring your retirement plan into focus.

I specialize in helping pre-retirees, retirees, and federal employees navigate the complexities of retirement — from income strategies and tax planning to long-term care and legacy protection.

If you've been meaning to get your plan in order, now is a great time to start.

📱 703-544-9600
✉️ [email protected]

Schedule your complimentary consultation today.

🤔 What's the #1 tax mistake retirees make?Taking too much income from the wrong accounts in the wrong order.The sequenc...
06/17/2026

🤔 What's the #1 tax mistake retirees make?

Taking too much income from the wrong accounts in the wrong order.

The sequence of how you withdraw from taxable, tax-deferred, and tax-free accounts can dramatically affect how long your money lasts — and how much goes to the IRS vs. your family.

This is why a coordinated withdrawal strategy matters so much in retirement.

💡 Wondering how to optimize yours? Let's talk.

🏠 What happens to everything you've built after you're gone?Estate planning isn't just for the wealthy — it's for anyone...
06/15/2026

🏠 What happens to everything you've built after you're gone?

Estate planning isn't just for the wealthy — it's for anyone who wants their wishes honored and their loved ones protected.

Without a proper plan, your assets could go through probate, face unnecessary taxes, or end up in the wrong hands entirely.

A few smart steps now can make an enormous difference for the people you love most.

👉 Let's make sure your legacy is protected.

📞 Ready to take the next step toward a more secure retirement?Whether you have questions about Roth conversions, income ...
06/11/2026

📞 Ready to take the next step toward a more secure retirement?

Whether you have questions about Roth conversions, income planning, long-term care, or protecting your legacy — I'm here to help you find clarity and confidence in your plan.

Call or email today to schedule your complimentary consultation:

📱 703-544-9600
✉️ [email protected]

No obligation, no pressure — just a conversation about where you are and where you want to be.

Address

10432 Balls Ford Road, Suite 300
Manassas, VA
20109

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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