MARG Financial

06/21/2026

Happy Father's Day!

06/15/2026

Our MARG team stepped away from the everyday routine and took on The Great Escape Challenge at Amazing Escape room Freehold. Teams worked together to crack clues, solve puzzles, and race against the clock to complete their mission.

The best part? Watching everyone collaborate, communicate, and have fun outside of the office. Events like these remind us that great teams are built not only through the work we do together, but through the connections we create along the way.

A huge thank you to everyone who participated and brought their detective skills, creativity, and competitive spirit!

Mission accomplished… and thankfully, everyone escaped! 🔎

06/10/2026

Summer has a quiet way of spending tomorrow’s money today 🔆

A little perspective helps: the goal isn’t to avoid fun—it’s to enjoy it with intention.

Try this:
• Choose 1–2 “big yes” moments
• Set a weekly fun number
• Keep savings on autopilot

06/08/2026

Many families ask the same question: How do we help our kids develop healthy financial habits? Teaching kids about money can feel intimidating, especially when you're still navigating your own financial decisions. Below are a few practical ways you can help!

06/05/2026

Many families avoid financial conversations until they’re forced by circumstance.

Communicating before it’s urgent can prevent unnecessary stress, build confidence and understanding, and make future transitions smoother for everyone involved.

06/03/2026

Peace of mind starts with preparation.

We’re excited to share our newest resource: the “Peace of Mind Checklist” — designed to help you organize important financial, legal, and personal information all in one place. Whether you’re planning for the unexpected, supporting loved ones, or simply trying to feel more financially organized, this checklist is a simple but powerful tool to help you stay prepared.

A little organization today can make a big difference tomorrow!

Download your complimentary copy below:

In today’s busy world, our lives are constantly changing. As we transition through life’s experiences — changing jobs, buying a home, preparing for retirement, or experiencing the loss of a loved one — we come to value the importance of keeping our vital documents organized.

06/01/2026

We are halfway through 2026 - this is the perfect time for a financial reset before summer distractions kick in!

05/29/2026

529 Day is almost here 🎓 so we’re clearing up some of the most common misconceptions about 529 plans — because smarter planning starts with better information.

05/29/2026

Happy 529 Day! 🎓 Saving for college doesn’t have to be overwhelming.

Swipe through for smart ways to grow your 529 plan

05/27/2026

Auto debt continues to climb as higher vehicle prices and interest rates put pressure on household budgets.

A recent report found that total auto debt reached $1.68 trillion at the end of 2025, up 37% from late 2018. Nearly 86 million Americans, or about 1 in 4, now carry auto loan or lease debt.

Monthly payments have also increased. The typical auto loan payment rose from about $506 in 2018 to more than $680 by the end of 2025.

Several factors are contributing to the shift, including higher vehicle prices, fewer lower-cost new car options, and longer loan terms. More buyers are also taking on larger monthly payments, with $1,000 auto loan payments becoming more common for financed new-vehicle purchases.

For many households, higher transportation costs can affect other parts of the budget, including groceries, rent, savings, and emergency funds.

These trends highlight how vehicle affordability can play a larger role in everyday financial decisions.


Source:

Auto debt has swelled to $1.68 trillion, a new analysis finds. Americans face costlier vehicles, higher interest rates and lengthier loan terms.