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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

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

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