Making Your Money Last as Long as You Do
It’s been a tough year in the markets so far, and for new retirees it’s even more anxiety inducing. Is their nest egg going to last as...
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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
- 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
- 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
- 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
- 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...
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
- 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 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
- Feb 10, 2017
- 2 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
- 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...
The Marsh Team
- Jun 20, 2016
- 1 min
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...
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