Saying Yes to Life
How would you answer the question, “What does it mean to be wealthy? Interestingly, according to the Charles Schwab Modern Wealth Survey...
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Yvonne Marsh, CFP®, CPA
Oct 12, 20232 min
Ready to Lower Your Medicare Costs?
It’s that time of year again – football, Fall and Medicare Open Enrollment! October 15th through December 7th is your opportunity to...
Yvonne Marsh, CFP®, CPA
Jun 29, 20232 min
5 Ways to Pay for Long Term Care, Tax-Free
Guess where most of our retirement savings is? Yep, in IRA’s and 401k’s, where every dollar we withdraw is taxable to us. It’s like...
The Marsh Team
Oct 27, 20203 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
Mar 16, 20202 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
Oct 14, 20192 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
Sep 12, 20192 min
The Only Things in Life that Are Certain
I’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®, CPA
May 16, 20182 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, 20182 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, 20182 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, 20182 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, 20172 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, 20173 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, 20172 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, 20172 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, 20171 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, 20172 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, 20171 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, 20172 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, 20172 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...
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