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Yvonne Marsh, CFP®, CPA
Feb 242 min read
What’s in the Retirement Cards for 2025?
If you’re nearing retirement (or already enjoying it), 2025 is shaping up to be an important year for your savings strategy. A series of...
Yvonne Marsh, CFP®, CPA
Feb 242 min read
New IRS Rules for Inherited IRAs: What You Need to Know
If you’ve inherited an IRA from a non-spouse who passed away after 1/1/2020 AND they were old enough to be taking Required Minimum...
Yvonne Marsh, CFP®, CPA
Nov 18, 20242 min read
Tax-Savvy Strategies to Grow Your Retirement Wealth (and Keep More of It!)
Retirement is always a fantastic financial milestone. Now, the goal is to grow that nest egg while keeping Uncle Sam from taking too big...
Yvonne Marsh, CFP®, CPA
Nov 8, 20242 min read
Your LTC Answer Might Already Be in Your Portfolio
Are you paying for a cash value life insurance policy you don’t really need anymore? Or perhaps you have a variable annuity, but aren’t...
Yvonne Marsh, CFP®, CPA
Nov 8, 20242 min read
Medicare Changes are on the Way
The Medicare landscape is changing, and with the 2024 open enrollment period kicking off on October 15th, it’s the perfect time to make...
Yvonne Marsh, CFP®, CPA
Nov 8, 20242 min read
Does Medicare Pay for Long Term Care Costs?
It’s easy to get confused about what types of LTC costs Medicare will pay for because it’s, well…confusing. And knowing what to expect...
Yvonne Marsh, CFP®, CPA
Nov 8, 20242 min read
Where are You in the Money Cycle of Life?
In the investing world we tend to talk about investing in terms of “how much return can I get for the amount of risk I’m taking?” For...
Yvonne Marsh, CFP®, CPA
Jun 18, 20242 min read
An Overlooked Way to Build Wealth
If I were a betting woman, I’d bet that you’ve probably heard about the wealth building power of owning a well-diversified investment...
Yvonne Marsh, CFP®, CPA
May 31, 20242 min read
Saying Yes to Life
How would you answer the question, “What does it mean to be wealthy? Interestingly, according to the Charles Schwab Modern Wealth Survey...
Yvonne Marsh, CFP®, CPA
Apr 22, 20243 min read
Helping Your Aging Parents
The passage of time can catch you off-guard – years fly by and suddenly you realize that your parents need help when it comes to managing...
Yvonne Marsh, CFP®, CPA
Feb 22, 20243 min read
A Simple Approach to Managing the Unknown Future
In the financial planning world, we call the 5 years before retirement and 5 years after retirement the Fragile Decade. It’s during this...
Yvonne Marsh, CFP®, CPA
Jan 18, 20242 min read
5 Steps to Refresh your Finances
As 2024 has kicked off, I’ve been spending some time reviewing my personal finances and doing some clean up to start the year. I thought...
Yvonne Marsh, CFP®, CPA
Oct 12, 20232 min read
Ready to Lower Your Medicare Costs?
It’s that time of year again – football, Fall and Medicare Open Enrollment! October 15th through December 7th is your opportunity to...
Yvonne Marsh, CFP®, CPA
Aug 16, 20232 min read
Protect Yourself from Identity Theft
Last year, when a client tried to file his tax return he was notified by the IRS that a return had already been filed under his social...
Yvonne Marsh, CFP®, CPA
Jul 12, 20232 min read
Where are You in the Money Cycle of Life?
In the investing world we tend to talk about investing in terms of “how much return can I get for the amount of risk I’m taking?” For...
Yvonne Marsh, CFP®, CPA
Jun 29, 20232 min read
5 Ways to Pay for Long Term Care, Tax-Free
Guess where most of our retirement savings is? Yep, in IRA’s and 401k’s, where every dollar we withdraw is taxable to us. It’s like...
Yvonne Marsh, CFP®, CPA
Jun 14, 20232 min read
Trying to Save Taxes? 4 QCD Rules to Give You a Boost
You’re probably familiar with the Qualified Charitable Distribution (QCD) rules by now: where you can transfer funds out of an IRA to a...
Yvonne Marsh, CFP®, CPA
May 10, 20232 min read
Are You Paying Too Much for Medicare Part B?
Medicare can be complicated, and Part B premiums are particularly tricky since the monthly cost is actually based on your income from 2...
Yvonne Marsh, CFP®, CPA
Apr 13, 20232 min read
Why Building Tax-Free Wealth Matters
There are so many ways that Congress dangles the carrot of tax deductions to motivate us toward a certain behavior. For example, to...
Yvonne Marsh, CFP®, CPA
Mar 14, 20232 min read
Do You Need a Trust?
It’s not an uncommon question – people often ask if trusts are needed. I’m not a lawyer, of course, but as a CFP® I can share what I see...
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
Resources from Your Financial Advisors Serving Knoxville and Beyond
Explore our resources for guidance from trusted financial advisors in Knoxville, TN. Choose a category to find information on your topic of interest, or scroll down to browse our latest articles covering retirement, tax strategies, investments, and more.
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