MarsJewett Announcement

We are excited to keep you informed of recent developments within MarsJewett Financial Group.  In 2013, Glenn sold a minority interest to Scott and Brian, retaining majority ownership and the responsibilities of CEO/President.  Since then, Glenn has gradually reduced his daily duties.  This summer, Glenn has sold majority ownership to Scott and Brian, who will share corporate duties as equal partners. Scott has been appointed CEO and Brian, President.  We are tremendously thankful for the legacy of service and personal care embedded by Glenn into our business.  We want to thank him for his inclusion, mentorship, and belief in Scott and Brian as his successors.  Glenn will retain minority ownership and continue to be involved in client event planning and strategic business planning, as well as continue to offer his insights and wisdom serving on our internal investment and financial planning committees.

Glenn’s Corner

In 1978 when I picked up the book titled You Can Be Financially Free, little did I expect that it would lead to a long and extremely rewarding career helping others to gain financial freedom. Working then as a Cost Engineer on the Alaska Pipeline project, I read the book cover to cover and shared with my wife Dianna that I found what I really wanted to do. I left my engineering career, thankful for the benefits of a disciplined education. I wanted to pursue helping others gain control and significance by better managing their financial resources for the benefit of their community and those they love. I surrounded myself with competent and caring people who attracted wonderful clients. The result of having such a rich and successful career is a deep sense of gratitude and fulfillment. Thank you all sincerely for your integral part in allowing me to pursue my passion.

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Key Financial Data 2024

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If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

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Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...