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Blog

Hand holding a large bundle of balloons
Michael Anthony | Aug 14, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Hand holding a page with several charts on it
Michael Anthony | Aug 13, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Michael Anthony | Aug 12, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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A black and white image of a couple laughing
Michael Anthony | Aug 11, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Michael Anthony | Aug 10, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Two women meeting in an office space.
Michael Anthony | Aug 9, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Michael Anthony | Aug 8, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Michael Anthony | Aug 7, 2023

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Michael Anthony | Aug 6, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Michael Anthony | Aug 5, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A row of houses along a canal
Michael Anthony | Aug 4, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Hand holding a bill with a red "Past Due" stamp on it
Michael Anthony | Aug 3, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Contact Us

E: info@rivercitiesfinancial.net
P: 740-374-6969

 

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Marietta Office

324 4th Street
Marietta, Ohio  45750

P: 740-374-6969

Beverly Office

525 5th Street
Beverly, Ohio  45715

P: 740-984-2334

Chillicothe Office

(By Appointment Only)
60 Riverside Street, Suite 125
Chillicothe, Ohio 45601

P: 740-374-6969

Maridea refers to Maridea Holdings LLC and its affiliated entities, including Maridea Wealth Management LLC (MWM), Maridea Insurance Company LLC (MIC) also doing business as Dietz, Futrell & Walters Insurance (DFW), Maridea Tax and Business Services LLC (MTBS). MWM is an SEC-registered investment adviser also doing business as River Cities Financial Services. MWM provides investment advisory and related services to clients nationally. Registration does not imply a certain level of skill or training. Insurance-related services are offered through MIC dba DFW. Tax preparation and business services are offered through MTBS. See additional disclosures and other information about Maridea at https://marideawealth.com/.

Securities offered by certain Maridea financial professionals who are also Registered Representatives of Private Client Services (PCS), Member FINRA / SIPC. PCS is securities licensed in all 50 states. Maridea and PCS are unaffiliated entities. You may check the background of any Maridea financial professional who is also a Registered Representative of PCS on FINRA's BrokerCheck.


 

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