MarsJewett Financial Group, Inc.

A Team Ready to Serve You

Financial complexities throw unexpected twists in the road of life.  Our team of professionals comes alongside families to navigate these challenges.  We seek to thoroughly understand our clients' aspirations; then apply our experience and wisdom to build a financial plan tailored to their unique objectives.  We advise in the areas of investment, retirement, tax, insurance, estate, and charitable planning. 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

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