Don’t Let Uncle Sam Get More Than His Fair Share
Tax season is in full swing and I can hear the collective groan of US taxpayers as we calculate how much is owed by April 15th. It can be...
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Yvonne Marsh, CFP®, CPA
- Jan 20
- 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...
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
- Sep 12, 2019
- 2 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...
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...
Yvonne Marsh, CFP®, CPA
- Jan 4, 2018
- 2 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, 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
- 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
- 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...
The Marsh Team
- Nov 10, 2016
- 2 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...
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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