An Overlooked Way to Build Wealth
If I were a betting woman, I’d bet that you’ve probably heard about the wealth building power of owning a well-diversified investment...
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Yvonne Marsh, CFP®, CPA
- Feb 22
- 3 min
A Simple Approach to Managing the Unknown Future
In the financial planning world, we call the 5 years before retirement and 5 years after retirement the Fragile Decade. It’s during this...
Yvonne Marsh, CFP®, CPA
- Jan 18
- 2 min
5 Steps to Refresh your Finances
As 2024 has kicked off, I’ve been spending some time reviewing my personal finances and doing some clean up to start the year. I thought...
Yvonne Marsh, CFP®, CPA
- Jun 29, 2023
- 2 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...
Yvonne Marsh, CFP®, CPA
- May 10, 2023
- 2 min
Are You Paying Too Much for Medicare Part B?
Medicare can be complicated, and Part B premiums are particularly tricky since the monthly cost is actually based on your income from 2...
Yvonne Marsh, CFP®, CPA
- Apr 13, 2023
- 2 min
Why Building Tax-Free Wealth Matters
There are so many ways that Congress dangles the carrot of tax deductions to motivate us toward a certain behavior. For example, to...
Yvonne Marsh, CFP®, CPA
- Mar 14, 2023
- 2 min
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...
Yvonne Marsh, CFP®, CPA
- Jan 20, 2023
- 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 21, 2022
- 4 min
Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips
This is the time of year when thoughts turn to helping others in need, whether with monetary donations, volunteer time, or charitable...
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 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 26, 2022
- 5 min
The Downside of Using Your IRA to Pay for Retiree Healthcare Costs
If you’ve been a good saver and have built up a tidy nest egg to support your retirement years, my guess is that the vast majority of...
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 1, 2022
- 6 min
4 Smart Financial Strategies That Will Have You Living Confidently to Age 100
Does it seem impossible to think you could live to 100? The Society of Actuaries has a really clever longevity calculator (at...
Yvonne Marsh, CFP®, CPA
- Aug 17, 2022
- 2 min
Don't Let Your Parents Fall for these Scams
I received a call a few weeks ago from a lady who excitedly told me that she’d just been notified that she won $5.4 million in a lottery,...
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...
The Marsh Team
- Feb 12, 2021
- 2 min
Think 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®, 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...
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
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