Marline & Associates Wealth Management

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Marline & Associates Wealth Management We invest in your best interest.

By working with a select group of individuals and businesses, we are better able to thoroughly attend to each of our clients' specific needs. With our carefully orchestrated Financial Advisory Process, we seek to assure our clients that all financial decisions we make on their behalf will be consistent with their goals.

Fall is here and so is our October newsletter. Shred old documents with coffee on us, catch up on September markets, lea...
10/15/2026

Fall is here and so is our October newsletter. Shred old documents with coffee on us, catch up on September markets, learn why estate planning is for everyone, and read the story of a swerving van full of silver.

Our October Marline Monthly Mail is here. Read our September market recap, learn about estate planning with us, and the \$2.65 million silver bust in Norway.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
10/14/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
10/12/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Do you know the risk factors that can lead to cognitive decline?
10/07/2026

Do you know the risk factors that can lead to cognitive decline?

A special needs trust can help care for a special needs child, even after you’re gone.
10/05/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

How will your investments weather the ups and downs of the business cycle?
09/30/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

The S&P 500 is ubiquitous. Ever wonder how it works?
09/28/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
09/23/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Terrible or wonderful; Could a variable annuity be right for you?
09/21/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

09/16/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

Address

11 E Superior Street
Duluth, MN
55802

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12187234108

Website

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