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You Might Already Own Your LTC Answer

You Might Already Own Your LTC AnswerBy Yvonne Marsh, CFP®, CPAAre you paying for a life insurance policy you don’t need anymore? Or perhaps you have money in a variable annuity, but you aren’t sure what to do with it? Well, good news on both fronts! You can use a friendly little IRS rule, [...]

2019-08-07T18:17:23+00:00 August 7th, 2019|e-Mailbag Series|

Accidentally Have All of Your Investment Eggs in One Basket?

By Yvonne Marsh, CFP®, CPAA retired couple came to my office recently to talk about their investments. In the course of our conversation, the husband wondered aloud how he could have lost a third of his portfolio in 2008 when he had invested in mutual funds, rather than individual stocks. Didn’t he have his money [...]

2019-08-07T18:17:50+00:00 July 15th, 2019|Investments|

Who Does Your Advisor Work For?

By Yvonne Marsh, CFP®, CPA Trust is a big deal in my business. As I sit with a retired couple watching them sign the paperwork allowing us to manage their investment portfolio, I am reminded of the weighty responsibility our firm has.  They are entrusting us to be good stewards of their life savings [...]

2019-07-02T18:35:26+00:00 July 2nd, 2019|Marsh News|

What Will the Markets Do When You Retire?

Imagine the markets decline 15% on your first day of retirement! Your $500,000 nest egg is now worth $440,000. You will need an almost 18% rebound to recover. What if the opposite were true? The markets increase 15%. Your $500,000 is now worth $560,000. In retirement, you can do everything right - you save diligently, [...]

2019-05-20T12:51:32+00:00 May 20th, 2019|Investments, Retirement Planning|

The Retirement Road Trip

The Retirement Road Trip By Yvonne Marsh, CFP®, CPA Retirement is like a long road trip with 2 options. You can use a map and take the highway, where there are well-maintained roads and gas stations at regular intervals. You enjoy the journey, confident and relaxed. Or you can take the backroads with [...]

2019-05-22T16:56:01+00:00 March 12th, 2019|Retirement Planning|

Your Biggest Financial Threat in Retirement Might Surprise You

Your Biggest Financial Threat in Retirement Might Surprise You By Yvonne Marsh, CFP®, CPA While most retirees worry about stock market downturns, an even bigger financial threat is an unexpected health event that Medicare doesn’t cover. The average cost of home health care and assisted living is over $40,000/year and a full-skilled care [...]

2018-05-16T14:35:26+00:00 May 16th, 2018|Retirement Planning|

What’s Hiding in your Bond Portfolio?

What's Hiding in your Bond Portfolio?FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to rate themselves as to how financially knowledgeable they think they are. In 2015 76% of people rated themselves as having a “high” level of financial knowledge, giving themselves a score of 5 [...]

2018-03-06T15:23:09+00:00 March 6th, 2018|Marsh News|

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 is still being tallied) and is estimated to be 2.3% for the year.  That growth coupled with low inflation and stable unemployment powered the markets to even [...]

2018-05-01T13:55:57+00:00 October 1st, 2017|Quarterly Market Review|

Yvonne Marsh appears on WVLT

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 make when planning for retirement.  You can view the segment which appeared on the 12:00 news below.

2017-09-05T20:28:27+00:00 July 28th, 2017|Marsh News|