The Marsh TeamJun 20, 20161 minHigh Net WorthOn Your Own, FinanciallyWhether 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 TeamMay 7, 20162 minRetirement PlanningHealth Care Costs Got You Down? Here’s How to SaveI’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 TeamJan 7, 20162 minRetirement PlanningTop IRA & 401(k) MistakesWe 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 TeamSep 6, 20152 minRetirement PlanningLearn the A, B, C, and D’s of MedicareDuring my client consultations, I’ve discovered that understanding Medicare is an area where my clients express the most frustration and...
The Marsh TeamJun 18, 20152 minFinancial PlanningWith Smart Strategies, You Can Retire EarlyAre 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 TeamFeb 18, 20152 minRetirement PlanningNo 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...