Robert L Marlow, LUTCF

 As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. 

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.


Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 


Bob Marlow is an Agent licensed to sell insurance through New York Life Insurance Company and is  licensed with various other independent unaffiliated insurance companies in the states of Texas and California (#0H03521).

No insurance business may be conducted outside these states.


Bob is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 
 In this regard, this communication is strictly intended for individuals residing in the states of Texas and California (#0H03521). No offers may be made or accepted from any resident outside the state of Texas or state of California. 


INSURANCE SOLUTIONS & SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Insurance Solutions & Services, its employees nor NYLIFE Securities LLC or its affiliates render tax, legal or accounting advice.  Please consult your professional advisor regarding your particular situation.

 

Bob Marlow is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
 






 

Account Access

View Your Personal Accounts



Personal Folders

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

More Newsletters →