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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
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
On the move

...Davis, repricing specialist; and Pat Rogers and Sara Foshee, UR nurses, iProcert. - John Travis has joined Richard Young Associates Ltd. as financial planner and asset manager. The Aiken resident was previously employed by Washington Group...

http://chronicle.augusta.com/stories/2007/06/17/bus_132434.shtml
Business
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
Augusta responds to high gold prices

...uncertainty about world currency," he said.According to certified financial planner Steve Marbert, with Richard Young Associates in Augusta, MacNeil is right on track."Debt issues in Europe and the U.S. have increased interest for...

http://chronicle.augusta.com/news/business/local-business/2011-08-17/augusta-res
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
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
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