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...
top of page
Yvonne Marsh, CFP®, CPA
- Jun 29
- 2 min
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
- May 10
- 2 min
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
- Oct 12, 2022
- 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 14, 2022
- 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
- Aug 17, 2022
- 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, 2022
- 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...
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...
The Marsh Team
- Aug 31, 2017
- 2 min
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
- May 6, 2016
- 2 min
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
- Sep 5, 2015
- 2 min
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
- Feb 18, 2015
- 2 min
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...
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
Choose a category for information on your topic of interest or scroll down to view the most recent articles.
bottom of page