Trying to Save Taxes? 4 QCD Rules to Give You a Boost
You’re probably familiar with the Qualified Charitable Distribution (QCD) rules by now: where you can transfer funds out of an IRA to a...
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Yvonne Marsh, CFP®, CPA
Feb 22, 20232 min
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...
Yvonne Marsh, CFP®, CPA
Sep 28, 20224 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...
The Marsh Team
Feb 12, 20212 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, 20212 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 27, 20203 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...
Yvonne Marsh, CFP®, CPA
Sep 12, 20192 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, 20182 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, 20182 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, 20172 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, 20173 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
Apr 10, 20172 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
Nov 10, 20162 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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