Money and More with Marie

Money and More with Marie MarGo Financial, LLC offers investment management and financial advising on a fee-only basis.

Join us Monday for the FREE workshop!!!
04/24/2026

Join us Monday for the FREE workshop!!!

NEW DATE!!!!! Are you confident your financial plan and insurance coverage would truly protect you if the unexpected happened? Many people assume they’re covered—only to discover gaps that can expose their savings, home, or long-term financial security.
Next week, we’re hosting a workshop called “Risk-Proofing Your Financial Plan: Insurance, Investments, and Beyond.” We’ll talk about the hidden risks that can derail a financial plan and share practical steps you can take to strengthen your protection.
We’re also excited to be joined by guest expert Don Cox of Farmers Insurance. Don has been helping Tucson families protect their wealth since opening his agency in 2013. With a thoughtful approach to auto, home, liability umbrella, and life insurance, he specializes in helping people build coverage that truly supports their long-term financial goals.
You’ll find the workshop details below. Use the QR code in the image or the link provided to register. We hope you can join us for this helpful and practical conversation. https://MeetWithMarie.as.me/risks

NEW DATE!!!!!   Are you confident your financial plan and insurance coverage would truly protect you if the unexpected h...
03/20/2026

NEW DATE!!!!! Are you confident your financial plan and insurance coverage would truly protect you if the unexpected happened? Many people assume they’re covered—only to discover gaps that can expose their savings, home, or long-term financial security.
Next week, we’re hosting a workshop called “Risk-Proofing Your Financial Plan: Insurance, Investments, and Beyond.” We’ll talk about the hidden risks that can derail a financial plan and share practical steps you can take to strengthen your protection.
We’re also excited to be joined by guest expert Don Cox of Farmers Insurance. Don has been helping Tucson families protect their wealth since opening his agency in 2013. With a thoughtful approach to auto, home, liability umbrella, and life insurance, he specializes in helping people build coverage that truly supports their long-term financial goals.
You’ll find the workshop details below. Use the QR code in the image or the link provided to register. We hope you can join us for this helpful and practical conversation. https://MeetWithMarie.as.me/risks

We're back and ready to tackle 2026 with the right foot! Join us for a fun, interactive workshop! Register for the Zoom ...
02/09/2026

We're back and ready to tackle 2026 with the right foot! Join us for a fun, interactive workshop! Register for the Zoom link here or scan that QR code below. We can't wait to see you. https://MeetWithMarie.as.me/RightFoot

The holidays often come with too much — too many commitments, too much spending, too much stress. Join Marie Gooch, CFP ...
10/08/2025

The holidays often come with too much — too many commitments, too much spending, too much stress. Join Marie Gooch, CFP of MarGo Financial and Jacob Gotwals, LPC, of Human Potential Arts, for a unique online workshop that blends financial and emotional wellness. Together, we’ll share practical tips to set healthy boundaries, manage holiday expectations, and keep your finances and relationships on track — so you can focus on what really matters this season.

Jacob Gotwals: Arizona LPC license # LPC-21792, Colorado LPC license # LPC.0016856, New Mexico LPCC license # CCMH0206221, Florida Telehealth registration # TPMC1646

Somehow, it’s already fall … just “leaf” it to the calendar to sneak up on us like that! 🍁 As the days get cooler and th...
09/25/2025

Somehow, it’s already fall … just “leaf” it to the calendar to sneak up on us like that! 🍁 As the days get cooler and the year winds down, it’s the perfect time to reset and tackle your to-do list.

Our team is here to help you wrap up the year with ease — give us a call if you need anything.

On September 23rd, we hit 100 days left in 2025! As we enter the final stretch of the year, our team is here to help you...
09/23/2025

On September 23rd, we hit 100 days left in 2025! As we enter the final stretch of the year, our team is here to help you finish strong and set the stage for an even brighter year ahead. Whether you’re checking off goals or planning your next big move, let’s make these last months count.

We’re ready to support you every step of the way — reach out anytime!

This Rosh Hashanah, we extend our warmest wishes for a season of peace, renewal, and reflection. May the Jewish New Year...
09/22/2025

This Rosh Hashanah, we extend our warmest wishes for a season of peace, renewal, and reflection. May the Jewish New Year bring you and your loved ones hope, joy, and meaningful connections in the days ahead.

Our team is grateful for the opportunity to celebrate new beginnings with our community. L’shana tova!

Just hours before graduation, Laura Wiley found herself in a hospital bed rather than walking across the stage with her ...
09/17/2025

Just hours before graduation, Laura Wiley found herself in a hospital bed rather than walking across the stage with her classmates. An unexpected infection had turned serious, threatening to take away one of life’s cherished milestones.

However, Texas Health Harris Methodist Hospital and Boswell High School staff had other plans. Quietly teaming up, they transformed a hospital lounge into a festive ceremony space, decked out in the school's colors. Surrounded by cheering hospital staff and a supportive school community, Laura experienced a graduation as heartfelt as she had imagined.

Life's best lessons often come when we least expect them. Laura learned firsthand that community and kindness can transform any setback into unforgettable memories.

Read the full story here: https://www.goodnewsnetwork.org/nurses-and-doctors-throw-surprise-graduation-for-senior-too-sick-to-attend-high-school-ceremony/

Hispanic Heritage Month is observed from September 15th to October 15th, as we celebrate the culture, history, and lasti...
09/15/2025

Hispanic Heritage Month is observed from September 15th to October 15th, as we celebrate the culture, history, and lasting contributions of Hispanic and Latino communities. Our team is proud to honor the rich traditions, vibrant spirit, and resilience that shape and strengthen our collective community.

Join us as we reflect, learn, and celebrate together!

Today, we pause to remember the lives lost on September 11 and to honor the courage of the first responders and heroes w...
09/11/2025

Today, we pause to remember the lives lost on September 11 and to honor the courage of the first responders and heroes who answered the call. Patriot Day is a day of reflection and a reminder of the strength and resilience that can emerge from hardship.

Address

4640 E. Sunrise Drive Suite 211
Tucson, AZ
85718

Website

Alerts

Be the first to know and let us send you an email when Money and More with Marie posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Money and More with Marie:

Share