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MDRN Capital Founder Aaron Cirksena brings the MDRN perspective to America’s money conversations.
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From Morgan Stanley to CEO: A Journey and Lessons in Establishing Your Own Financial Firm
My education in the financial world started when I was 18. That was the year I watched my parents’ retirement dreams come crashing down.
Read MoreWe’re 65 With $1.5 Million in an IRA and $4,200 Per Month in Social Security. What’s Our Retirement Budget?
Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate benefits like Social Security and Medicare. Retirement planning means you’ll have to consider taxes, healthcare, your retirement budget and more. With $1.5 million in an IRA and two Social Security payments to rely on, a married couple should have some flexibility for retirement, but their individual circumstances and how they strategize can make a big difference in their quality of life. Here’s how to think about it.
Read MoreHow important are financial advisor referrals to young investors?
At a time when social media is being pushed as the premier way to tap into a younger target market, insurance agents are finding that millennials and Gen Z highly value referrals from family members, friends and other consumers.
Read MoreCutting Costs, Boosting Efficiency: How MDRN Capital’s Virtual Retirement Planning Model Is Transforming Client Acquisition
Outdated, inefficient, and imprecise — these three words aptly describe the traditional approach to client acquisition in retirement planning.
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