Retirement planning is a wise financial strategy that secures your future. Your contributions to the retirement kitty ensure that you have some financial security, fun, and comfort at old age. The U.S. Department of Labor estimates 20% of the American workforce never save any part of their annual income, creating an uncertain future. Planning for [...]
Who needs a certified financial planner? The simple answer is that every working adult should have a certified financial planner. Contrary to popular belief, financial advisors are not only for the wealthy. A lot of people think because they are not millionaires that do not need a certified financial planner,. But that idea couldn't be [...]
Saving for retirement is a wise financial strategy. Retirement planning allows you to envision how your life will be and prepare accordingly. Whether you start 25 or later, you have the potential to grow your nest egg for a stable future. Here are nine tips to guide you through the process of retirement planning. [...]
Everyone thinks about their finances. Mostly, people think about how they'd like to have more money. But do you know what fiduciary management is and why it matters? Why do you need fiduciary management to manage your money and improve your future...and how can you even get started with it? Why You Need to [...]
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 wisdom of riding out these corrections by staying in the market, rebalancing and waiting for the markets to recover, which they always do. In recent history, there was [...]
Funding a Roth IRA Through the Backdoor By Yvonne Marsh, CFP®, CPA 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 solution for both of those issues, called a backdoor Roth strategy. It avoids the [...]
The Rules Just Changed for Your Retirement By Yvonne Marsh, CFP®, CPA The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement planning world. If you have a retirement account or will inherit a retirement account, it’s important to understand what [...]
The Retirement Risk Multiplier By: Yvonne Marsh, CFP®, CPA There’s so much talk in TV commercials about helping retirees “reach their goals”, followed by images of a couple holding hands on a beach, gazing contentedly at a beautiful ocean scene. I get it – most people do mention to me that they’d [...]
The Only Things in Life that Are Certain By Yvonne Marsh, CFP®, CPA 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 sure that the “tax” part is kept to a minimum. There are actually several [...]
Marsh Team Meets Walk to End Alzheimer's! The Marsh Wealth Management team is participating in the 2019 Walk to End Alzheimer's on Saturday September 21st at Chilhowee Park. Alzheimer's disease impacts just about everyone. In fact, the country experienced a dramatic 54.5{f134198d9113e2950c528451c6a82e811c00be694aa43f3b108e6b0831f6584b} increase in deaths attributed to Alzheimer's disease between 1999 [...]