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...
Yvonne Marsh, CFP®, CPA
- Oct 26
- 5 min
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...
Yvonne Marsh, CFP®, CPA
- Oct 12
- 2 min
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
- 4 min
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...
Yvonne Marsh, CFP®, CPA
- Sep 14
- 3 min
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 1
- 6 min
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...
Yvonne Marsh, CFP®, CPA
- Aug 17
- 2 min
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
- 2 min
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, 2021
- 2 min
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, 2021
- 2 min
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, 2020
- 2 min
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...
The Marsh Team
- Oct 26, 2020
- 3 min
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...
The Marsh Team
- Oct 21, 2020
- 2 min
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...
The Marsh Team
- Mar 15, 2020
- 2 min
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, 2020
- 2 min
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...
Yvonne Marsh, CFP®, CPA
- Jan 15, 2020
- 3 min
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, 2019
- 2 min
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...
Yvonne Marsh, CFP®, CPA
- Sep 11, 2019
- 2 min
The Only Things in Life that Are Certain
I’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...
Yvonne Marsh, CFP®, CPA
- Aug 6, 2019
- 2 min
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
- May 15, 2018
- 2 min
Your Biggest Financial Threat in Retirement Might Surprise You
While most retirees worry about stock market downturns, an even bigger financial threat is an unexpected health event that Medicare...
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
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