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Why a Retirement Income Plan Matters More Than Your Investment Returns

Why a Retirement Income Plan Matters More Than Your Investment Returns

Jul 1, 2026

Many people spend decades focused on growing their retirement savings. They watch the markets, contribute to retirement accounts, and celebrate when their balances increase. But when retirement finally arrives, one question becomes far more important than, “How...
The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

Jun 26, 2026

When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to outperform the market. While investment performance is important, many retirees discover that one of...
The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

Jun 17, 2026

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

Jun 11, 2026

As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of their lives: their finances. Just as an annual physical helps identify potential health concerns before...
Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

Jun 4, 2026

For many Americans, retirement planning begins with one simple question: “How much money do I need to retire?” While building savings is important, a more critical question is often overlooked: “How will I create a reliable income throughout...
7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

May 28, 2026

Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create major challenges later in life. The good news is that most...
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Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link: https://reports.adviserinfo.sec.gov/crs/crs_311934.pdf . We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. Jim Sloan & Associates, LLC and MariPau Wealth Management, LLC are not affiliated entities.

This website is for informational purposes only. All information, statements, and opinions contained on this website regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information on this website is not intended as personalized investment, tax, or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments.

Jim’s latest book, The Financially Informed Investor, is the only one of his six books that is currently available. The other five books have been superseded and are out of print. All media logos and trademarks contained herein are the property of their respective owners and no endorsement by those owners of Jim Sloan or Jim Sloan & Associates, LLC is stated or implied. Neither the firm nor its representatives may give tax or legal advice.

You are encouraged to review a copy of our Form ADV Part 2 & 2A Brochures along with our Part 3 Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at: https://adviserinfo.sec.gov/firm/summary/311934 .
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