Feb 10, 20172 min

Helping Your Aging Parents

The passage of time can catch you off-guard – years fly by and suddenly you realize that your parents might need help when it comes to...

The Marsh Team

Jun 20, 20161 min

High Net Worth

On Your Own, Financially

Whether 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...

Health Care Costs Got You Down? Here’s How to Save

The Marsh Team

May 7, 20162 min

Retirement Planning

Health Care Costs Got You Down? Here’s How to Save

I’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 Team

Jan 7, 20162 min

Retirement Planning

Top IRA & 401(k) Mistakes

We 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 Team

Sep 6, 20152 min

Retirement Planning

Learn the A, B, C, and D’s of Medicare

During my client consultations, I’ve discovered that understanding Medicare is an area where my clients express the most frustration and...

With Smart Strategies, You Can Retire Early

The Marsh Team

Jun 18, 20152 min

Financial Planning

With Smart Strategies, You Can Retire Early

Are 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 Team

Feb 18, 20152 min

Retirement Planning

No 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...

retirement

travelling in retirement

financial planning

Hammock Relaxing retirement

Family Lunch

retirement

travelling in retirement

financial planning

Hammock Relaxing retirement

Legacy & Estate Planning

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