The Marsh TeamFeb 12, 20212 minTax OptimizationThink 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...
Yvonne Marsh, CFP®, CPAJan 29, 20212 minTax OptimizationA New Twist on IRA Tax PlanningThe 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®, CPASep 12, 20192 minTax OptimizationThe Only Things in Life that Are CertainI’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...
Yvonne Marsh, CFP®, CPAAug 7, 20192 minHealthcare PlanningYou Might Already Own Your LTC AnswerLong-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 TeamSep 1, 20172 minFinancial Planning5 Questions You Need Answers ToConfidence is king. Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and...