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

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

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