Areas of expertise: Financial Planning, Low-Risk Investments, Retirement Planning
Marc Catona is a highly experienced financial professional and owner of Protect & Preserve Inc., headquartered in Galloway Township, New Jersey. With over 34 years in the industry, he is renowned for his expertise in creating comprehensive, tax-efficient financial strategies and for his commitment to helping clients pursue tax-free income and long-term security. Marc serves high-net-worth individuals, retirees, federal employees, and business owners across the United States, offering both in-person and virtual consultations. Beyond his business role, Marc leads the Society for Financial Awareness as its South Jersey Chapter President, reflecting his dedication to financial education and community engagement.
Key Takeaways: Retirement planning is not a one-time task but a lifelong process that should start as early as possible.Different...
Key Takeaways The way annuities are taxed determines how much of your retirement income you actually get to spend.Understanding tax...
Key Takeaways Indexed Universal Life Insurance (IUL) offers tax-deferred growth, but withdrawals and loans can create unexpected tax consequences if...
Key Takeaways: A strategic retirement plan requires setting clear financial goals and crafting a detailed budget to manage expenses effectively.Regularly...
Key Takeaways Medicare Supplements in 2025 continue to help retirees cover costs that Original Medicare does not, such as deductibles,...
Key Takeaways Life insurance in 2025 offers more than just a death benefit; it can serve as a tool for...
Key Takeaways Choosing the right IRA rollover option in 2025 is essential to protect your retirement savings from unnecessary taxes...
Key Takeaways Understanding Medicare’s parts, enrollment windows, and penalties is essential to avoid costly mistakes in retirement healthcare planning.Decisions you...
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