Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips

Dec 21, 20224 min read

Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips

This is the time of year when thoughts turn to helping others in need, whether with monetary donations, volunteer time, or charitable...

Yvonne Marsh, CFP®, CPA

Dec 7, 20223 min read

Financial Planning

Your Amazing 401(k)

It’s hard for me to contain my excitement when I think about all of features that a 401(k) gives us to save toward the comfortable...

Yvonne Marsh, CFP®, CPA

Nov 30, 20225 min read

Retirement Planning

The Retirement Risk Multiplier

There’s so much talk in TV commercials about helping retirees “reach their goals”, followed by images of a couple holding hands on a...

Making Your Money Last as Long as You Do

Yvonne Marsh, CFP®, CPA

Nov 15, 20223 min read

Financial Planning

Making Your Money Last as Long as You Do

It’s been a tough year in the markets so far, and for new retirees it’s even more anxiety inducing. Is their nest egg going to last as...

The Downside of Using Your IRA to Pay for Retiree Healthcare Costs

Yvonne Marsh, CFP®, CPA

Oct 26, 20225 min read

The Downside of Using Your IRA to Pay for Retiree Healthcare Costs

If you’ve been a good saver and have built up a tidy nest egg to support your retirement years, my guess is that the vast majority of...

Confidently Living Single, Now or in the Future

Yvonne Marsh, CFP®, CPA

Oct 12, 20222 min read

Retirement Planning

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

Sep 28, 20224 min read

Financial Planning

Making You Retirement Less Taxing

It’s easy to think that you’ll be paying less tax in retirement. After all, you’re not working full time anymore and, odds are, your...

Changes to Medicare in 2023 That You Need to Know

Yvonne Marsh, CFP®, CPA

Sep 14, 20223 min read

Healthcare Planning

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...

4 Smart Financial Strategies That Will Have You Living Confidently to Age 100

Yvonne Marsh, CFP®, CPA

Sep 1, 20226 min read

Financial Planning

4 Smart Financial Strategies That Will Have You Living Confidently to Age 100

Does it seem impossible to think you could live to 100? The Society of Actuaries has a really clever longevity calculator (at...

Don't Let Your Parents Fall for these Scams

Yvonne Marsh, CFP®, CPA

Aug 17, 20222 min read

Financial Planning

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 11, 20222 min read

Healthcare Planning

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...

The Marsh Team

Feb 12, 20212 min read

Tax Optimization

Think You Won’t Owe Estate Tax?

The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many...

Yvonne Marsh, CFP®, CPA

Jan 29, 20212 min read

Tax Optimization

A New Twist on IRA Tax Planning

The SECURE Act created a new twist in tax planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable i

The Marsh Team

Nov 13, 20202 min read

Retirement Planning

The Retirement Income Teeter Totter

3 Reliable Ways to Steady Your Income. The continued uncertainty of the economy and stock market has millions of Americans worried that...

4 Benefits of Working with a Financial Advisor

The Marsh Team

Oct 26, 20203 min read

Financial Planning

4 Benefits of Working with a Financial Advisor

Did you know that just 30% of all households in the United States have a long-term financial plan? Though this may seem a bit shocking at...

A Detailed Guide for Filing for Social Security Benefits

The Marsh Team

Oct 21, 20202 min read

Income Planning

A Detailed Guide for Filing for Social Security Benefits

The US Department of Labor estimates that more than 20% of Americans never save any part of their annual income. The no-savings lifestyle...

Does Your Investment Strategy Have a Sleep-at-Night Factor?

The Marsh Team

Mar 15, 20202 min read

Investment Strategy

Does Your Investment Strategy Have a Sleep-at-Night Factor?

Wow, a month ago we had barely heard the word “coronavirus”, and now we are feeling its effects in the financial markets. We all know the...

Yvonne Marsh, CFP®, CPA

Jan 22, 20202 min read

Retirement Planning

Funding a Roth IRA Through the Backdoor

Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 – $7,000 allowed each year? There’s a...

The Rules Just Changed for Your Retirement

Yvonne Marsh, CFP®, CPA

Jan 15, 20203 min read

Retirement Planning

The Rules Just Changed for Your Retirement

The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...

Yvonne Marsh, CFP®, CPA

Oct 13, 20192 min read

Retirement Planning

The Retirement Risk Multiplier

There’s so much talk in TV commercials about helping retirees “reach their goals,” followed by images of a couple holding hands on a...

retirement

travelling in retirement

financial planning

Hammock Relaxing retirement

Family Lunch

retirement

travelling in retirement

financial planning

Hammock Relaxing retirement

Legacy & Estate Planning

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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