Do You Need a Trust?
It’s not an uncommon question – people often ask if trusts are needed. I’m not a lawyer, of course, but as a CFP® I can share what I see...
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Yvonne Marsh, CFP®, CPA
- Jan 20
- 2 min
New Tax Planning Ideas with Secure Act 2.0
You’ve probably been reading about the retirement savings changes brought about by the passage of the Secure Act 2.0 in late December...
Yvonne Marsh, CFP®, CPA
- Dec 7, 2022
- 3 min
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, 2022
- 5 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
- Nov 15, 2022
- 3 min
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 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 28, 2022
- 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, 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 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
- 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 27, 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 22, 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 16, 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 14, 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
- Aug 7, 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 16, 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...
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...
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