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Saving grows tougher for Georgians, survey finds

...their long-term goals until they have an adequate reserve account, according to Steve Marbert, president of Richard Young Associates in Augusta."The emergency fund is your No. 1 priority in your financial situation. Retirement is No. 2...

http://chronicle.augusta.com/news/business/2013-04-05/saving-grows-tougher-georg
Few baby boomers plan for later care

...nursing home and drew all those down, then they would come under Medicaid," said Mr. Marbert, the owner of Richard Young Associates. Once destitute, Medicaid would pick up the tab. But under a new program, the state confiscates the homes...

http://chronicle.augusta.com/stories/2007/05/28/met_130131.shtml
Metro
Navigating the maze

...There's nothing worse than outliving your money," said Steve Marbert, a certified financial planner for Richard Young Associates Ltd. The 401(k) gets its name from a section of the federal tax code. In human resources jargon, it's...

http://chronicle.augusta.com/stories/2006/09/24/bus_97936.shtml
Business
Begin saving now for financial security

...responsible for outlining their own saving plans, such as the 401(k). Steve Marbert, a financial planner with Richard Young & Associates, advises employees to contribute the maximum amount to an employer-matched 401(k) plan. Mr. Marbert...

http://chronicle.augusta.com/stories/2004/06/13/bus_418766.shtml
Business
Couple plots money plan

...and 5-month-old son at Richard Young Associates Ltd., Bryan Rhodes tells...Steve Marbert Company: Richard Young Associates Ltd. Title: Certified...a financial planner with Richard Young Associates since 1995. Philosophy...

http://chronicle.augusta.com/stories/2001/02/17/bus_307192.shtml
Business | Club Car
IRA taxes can cause concerns

...nest eggs. "A million dollars isn't what it used to be," said Steve Marbert, a financial planner with Richard Young Associates. IRAs are essentially tax sheltered accounts, so the key to protecting the assets within lies in extending...

http://chronicle.augusta.com/stories/2001/02/05/edi_305044.shtml
Editorials
Proper planning is essential

...even retirees, have a long-term time horizon," said Steve Marbert, a certified financial planner with Richard Young Associates. "Retirees can easily be in an aggressive portfolio if they can tolerate the risk." Many financial planners...

http://chronicle.augusta.com/stories/2001/02/05/edi_305053.shtml
Editorials
Basic principles still apply to investing

...month's big winner and not be well diversified," said Steve Marbert, a financial planner with Augusta-based Richard Young Associates. "It's very risky." Be a long-term investor: Plenty of media attention has been heaped on "day traders...

http://chronicle.augusta.com/stories/2000/01/30/bus_281589.shtml
Business
On the move

...Conditioning recently attended Apex Supply company's cooling and heating service update classes. Steve Marbert of Richard Young Associates Ltd., has been accepted into the current year of Leadership Aiken. Richard Young, president of Family Heritage...

http://chronicle.augusta.com/stories/1999/11/28/bus_276172.shtml
Business
Business calendar: Class helps entrepreneurs

...person or couple; contact 737-1636 for information. Sept. 22, 24: Financial Planning Course; sponsored by Richard Young Associates; issues on retirement, estate conservation, investment strategies, tax, and cash management; sponsored...

http://chronicle.augusta.com/stories/1998/09/06/bus_238193.shtml
Business