Anthony J. Marx, CFP

06/07/2024

From online phishing to lottery scams, learn about common types of fraud and how to protect yourself and your family.

Learn about common types of financial fraud and how to protect yourself and your assets against these kinds of fraud attempts by identifying their signs.

06/05/2024

There can be a lot of misleading noise out there about the state of the U.S. economy. Don’t let it lead you astray when it comes to your investing decisions.

Separate fact from fiction.

06/03/2024

Are you one of the 68% of people who plan to leave real estate to your heirs? Whether it’s a primary residence or a vacation home, communicating your intentions can help mitigate any confusion. Here are three tips to help you start the conversation.

How you set up your gift and communicate your wishes can be an act of kindness for loved ones.

04/05/2024

April 15 is Tax Day. Whether you expect (or already received) a refund, or you owe money, we can help you decide what to do next.

04/04/2024

Considering an encore career? Continuing to work after you retire may make it easier to stay active, connected and build a healthy retirement fund. I can help you consider various factors including Social Security and your employer benefits.

Are there benefits to working after retirement? Does working affect Social Security? Find these answers and more information on working in retirement.

04/03/2024

If you earn too much to contribute directly to a Roth IRA, reach out to me for guidance on the appropriate strategy for your situation. I want to help you benefit from this tax-advantaged account.

Roth IRAs are powerful retirement savings accounts.

04/02/2024

2023 saw existing home sales at their lowest since 1995. Ameriprise Financial chief economist Russell Price shares his forecast on whether this trend will continue into 2024.

Find out what’s in store for the U.S. housing sector this year.

04/01/2024

April is National Financial Literacy Month. What’s one financial topic you’d like to learn more about this month?

03/31/2024

Happy Easter! What’s your favorite Easter tradition?

03/29/2024

Whether it’s a waterfront cottage or an urban condo, owning a second home is a big financial decision. Here’s what to know before you purchase a second property.

Find out the key things you need to know before purchasing a second home. Contact an Ameriprise Financial advisor if you have any additional questions.

03/28/2024

Paying off your mortgage before retirement is a common goal, but other priorities can get in the way. Here’s why weighing the options – and getting an outside opinion – can help you make the best decision.

There are many factors to think about when considering paying off your mortgage vs. investing. Weigh your options with our tips.

03/27/2024

Keeping it professional at Potomac Falls! How my office looks from the outside, do come say hi.

#2024