Marathon Wealth Management

Douglas K. Van Allen, CFP®

Marathon Wealth Management
Where Wealth's Purpose Meets Life's Purpose

In practice for over 20 years, Doug Van Allen, CFP® works with a select group of clients as a trusted advisor, providing asset management, retirement planning and other financial problem solving services.  He seeks to minimize financial risk for his clients while acknowledging the creative energy of money to help them accomplish their life's purpose.
 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

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