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...

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

FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to...

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...

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...

We regularly get questions from people trying to manage financial transitions in their lives. I thought I would share some of these...

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...

Confidence is king. Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and...

Recently, our own Yvonne Marsh appeared on WVLT’s “Everyday Solutions” program with Whitney Kent to discuss some common mistakes people...

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...

For the June, 2017 issue of Everything Knoxville magazine, Marsh Wealth Management has the distinct honor of being featured on the cover....

The second quarter of 2017 was another good quarter for the markets. Equities added several percentage points, pushing year-to-date...

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...

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

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...

During my client consultations, I’ve discovered that understanding Medicare is an area where my clients express the most frustration and...