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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
Oct 12, 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 29, 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
May 10, 20232 min read
Confidently Living Single, Now or in the Future
Ok, ladies, this article is mostly for you. Whether you’re living single this very minute or not, odds are that you will at some point in...
Yvonne Marsh, CFP®, CPA
Oct 12, 20222 min read
Changes to Medicare in 2023 That You Need to Know
Exciting changes are afoot for 2023, and I can’t wait to share them with you. Whatever your political leanings, if you are one of over...
Yvonne Marsh, CFP®, CPA
Sep 14, 20223 min read
Don't Let Your Parents Fall for these Scams
I received a call a few weeks ago from a lady who excitedly told me that she’d just been notified that she won $5.4 million in a lottery,...
Yvonne Marsh, CFP®, CPA
Aug 17, 20222 min read
Are You Ready for the Call?
It’s like a lightning strike when the phone rings and you hear the news that your parent has had a stroke and is on his way to the...
Yvonne Marsh, CFP®, CPA
Aug 11, 20222 min read
You Might Already Own Your LTC Answer
Long-term Care is an important part of your financial plan. Are you paying for a life insurance policy you don’t need anymore? Or perhaps...
Yvonne Marsh, CFP®, CPA
Aug 7, 20192 min read
5 Questions You Need Answers To
Confidence is king. Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and...
The Marsh Team
Sep 1, 20172 min read
Health Care Costs Got You Down? Here’s How to Save
I’ve noticed a trend in my practice – people not yet enrolled in Medicare are moving to high deductible health insurance plans to offset...
The Marsh Team
May 7, 20162 min read
Learn the A, B, C, and D’s of Medicare
During my client consultations, I’ve discovered that understanding Medicare is an area where my clients express the most frustration and...
The Marsh Team
Sep 6, 20152 min read
No Long-Term Care Solution?
A man in his late 80s, suffering from both dementia and routine falls, could no longer be cared for by his wife in their home. Their...
The Marsh Team
Feb 18, 20152 min read
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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