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...
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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...
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
- Aug 1, 2017
- 2 min
Many Retirees are Still Eligible for Social Security Maximization Strategies
In 2016, the rules were changed for married couples intending to use a Social Security claiming strategy to maximize their benefits....
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 10, 2017
- 2 min
Making Your 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...
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
- 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
- May 7, 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
- Jan 7, 2016
- 2 min
Top IRA & 401(k) Mistakes
We can all learn from other’s mistakes. And in the world of complicated IRA taxation, it’s not hard to make one. Know that IRA’s and...
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...
The Marsh Team
- Jun 18, 2015
- 2 min
With Smart Strategies, You Can Retire Early
Are you looking forward to the day when you can permanently turn off your alarm clock? Or perhaps finally tell the boss what you really...
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
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