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...
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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
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...
The Marsh Team
- Mar 6, 2018
- 2 min
What’s Hiding in your Bond Portfolio?
FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to...
The Marsh Team
- Feb 13, 2018
- 2 min
Q&A From Our Life Transitions e-Mailbag
In our continuing e-Mailbag series, here are some new real-life questions and answers to share with you: Question: Do I still have to pay...
Yvonne Marsh, CFP®, CPA
- Jan 4, 2018
- 2 min
Update your Tax Strategies
Updating financial and tax strategies is always a good idea, but with the implementation of the Tax Cuts and Jobs Act in 2018, it is...
The Marsh Team
- Oct 1, 2017
- 2 min
Q&A From Our Life Transitions e-Mailbag
We regularly get questions from people trying to manage financial transitions in their lives. I thought I would share some of these...
The Marsh Team
- Oct 1, 2017
- 3 min
Q4 2017 Market Review
The U.S. economy finished 2017 with another strong quarter. GDP grew at an annual rate of 3.2% in the third quarter (the fourth quarter...
The Marsh Team
- Sep 1, 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
- Jul 28, 2017
- 1 min
Yvonne Marsh appears on WVLT
Recently, our own Yvonne Marsh appeared on WVLT’s “Everyday Solutions” program with Whitney Kent to discuss some common mistakes people...
The Marsh Team
- Jul 1, 2017
- 2 min
Q3 2017 Market Review
Almost every sector of the stock market continued to make gains in the third quarter. Small cap stocks, as measure by the S&P 600...
The Marsh Team
- Jun 21, 2017
- 1 min
Everything Knoxville Magazine June, 2017
For the June, 2017 issue of Everything Knoxville magazine, Marsh Wealth Management has the distinct honor of being featured on the cover....
The Marsh Team
- Apr 1, 2017
- 2 min
Q2 2017 Market Review
The second quarter of 2017 was another good quarter for the markets. Equities added several percentage points, pushing year-to-date...
The Marsh Team
- Feb 10, 2017
- 2 min
Helping Your Aging Parents
The passage of time can catch you off-guard – years fly by and suddenly you realize that your parents might need help when it comes to...
The Marsh Team
- Nov 10, 2016
- 2 min
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...
The Marsh Team
- Jun 20, 2016
- 1 min
On Your Own, Financially
Whether the clients I work with are on their own by choice or by one of life’s unexpected turns, they all have something in common. They...
The Marsh Team
- Sep 6, 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...
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