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...
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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
- 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
- Oct 22, 2020
- 2 min
A Detailed Guide for Filing for Social Security Benefits
The US Department of Labor estimates that more than 20% of Americans never save any part of their annual income. The no-savings lifestyle...
The Marsh Team
- Mar 16, 2020
- 2 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
- Jan 22, 2020
- 2 min
Funding a Roth IRA Through the Backdoor
Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 – $7,000 allowed each year? There’s a...
Yvonne Marsh, CFP®, CPA
- Jan 15, 2020
- 3 min
The Rules Just Changed for Your Retirement
The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...
Yvonne Marsh, CFP®, CPA
- Oct 14, 2019
- 2 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
- May 16, 2018
- 2 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, 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...
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