Diane Marra, Author at Annuity.com

About Diane Marra

Office: (631) 255-3004 | Marra Financial Group

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Diane Marra. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Articles by Diane Marra

Diane Marra

Diane specializes in providing planning and guidance for those seeking to maintain or create a better lifestyle in retirement while emphasizing low-risk, low volatility portfolio management and providing financial planning and analysis services for our clients. She has helped many individuals and couples at all economic levels enjoy a worry-free retirement knowing that their money is safe and ready for them when needed. Website: marrafinancialgroup.com

Office: (631) 255-3004 | Marra Financial Group

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Diane Marra. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Does Your Retirement Hinge On A “Hope And A Prayer?”

February 2, 2022/in Retirement Planning/by Diane Marra

“Many people hope their portfolios will last as long as their retirement. But, do they have any idea how to make that happen?” Diane Marra When it comes to planning for the time when they no longer work, many people have what I call a “hope and a prayer” approach. They hope their portfolio will […]

Successful Retirement Requires A Shift In Your Thinking

November 10, 2021/in Retirement Planning/by Diane Marra

“The safety, security, and preservation of your assets is the primary focus of the distribution phase of retirement. If you lose the money you’ve saved, how can you possibly create income streams?”- Diane Marra One of the reasons I wrote my book, “Retirement Planning Made Easy,” is to help people wrap their heads around the […]

11 Questions To Help You Create An Easier, More Efficient Retirement Income Plan

October 14, 2021/in Retirement Planning/by Diane Marra

While writing my book, Retirement Made Easy, I discovered that a huge problem with the retirement income planning process is the lack of understanding of what a plan needs to accomplish. Retirees often don’t know what questions to ask to make the right decisions and often feel frustrated and confused. If you’re a retiree […]

Are You Having Trouble Planning For Retirement? The Problem Could Be All In Your Mind

September 6, 2021/in Retirement Planning/by Diane Marra

“Making financial decisions you won’t regret later can prove challenging no matter how rationally you approach them.”- Diane Marra If you feel overwhelmed and frustrated when you make wrong decisions with your money, you aren’t alone. One of the newer branches of economics, called “behavioral economics,” has confirmed that even disciplined and focused people make […]

Is It Possible To Save Too Much For Retirement?

August 6, 2021/in Estate Planning, Retirement Planning/by Diane Marra

Many individuals find themselves awash in cash for various reasons, including fear of market volatility and insecurity surrounding the pandemic. Diane Marra If you’re like many Americans, pandemic lockdowns saw you decrease your spending and increase your savings. Now, though, you might be looking at your cash reserves and wondering if your portfolio is as […]

You’ve Made It Up The Mountain; Now You Need Retirement And Income Planning To Get You Down.

July 15, 2021/in Annuities, Estate Planning, Retirement Planning/by Diane Marra

“As you move from the accumulation segment of your financial life into the distribution phase, can you truly afford to take on more risk?”- Diane Marra As I lamented in my book, Retirement Planning Made Easy, the concept of retirement has taken on some negative connotations in the 21st Century. Along with an intensely complex […]