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Yvonne Marsh

About Yvonne Marsh

Yvonne Marsh graduated from the State University of New York with a BS in Accounting. She also holds her Series 65 investment license, as well as life and health insurance licenses. As a CPA, she specializes in personal financial planning, especially retirement and lifetime income planning, investment management, social security maximization, charitable giving, medicare and long term care planning. Additionally she has small business entrepreneurial experience and public accounting experience providing assurance and advisory services to the banking and retirement fund industries. She speaks on financial education topics at Pellissippi Community College, Strang Senior Center, and local civic groups. She also serves as President of her homeowners’ Board. Married for 20 years, she has two children and enjoys gardening, horseback riding, hiking and reading.

Q&A From Our Life Transitions e-Mailbag

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 a penalty in 2018 for having health insurance that doesn’t meet the requirements of the Affordable Care Act? Answer: Yes, you do. The [...]

2018-02-13T15:41:15+00:00 February 13th, 2018|e-Mailbag Series|

Update your Tax Strategies

Now is the Time to Update your Tax Strategies By Yvonne Marsh, CFP®, CPA 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 essential this year. The biggest change for all taxpayers is the increased standard deduction [...]

2018-02-14T18:47:15+00:00 January 4th, 2018|Tax|

Q&A From Our Life Transitions e-Mailbag

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 real-life scenarios as a collaborative learning tool.  After all, life is complicated – so let’s figure it out together. Question:  My sister, who was 75, [...]

2018-02-13T15:39:52+00:00 October 1st, 2017|e-Mailbag Series, Investments|

5 Questions You Need Answers To

5 Questions You Need Answers ToConfidence is king.  Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and spotting a friend, or even knowing you look good in a new outfit, when we have confidence we feel good. How about having confidence in [...]

2017-09-05T21:49:01+00:00 September 1st, 2017|Investments|

Many Retirees are Still Eligible for Social Security Maximization Strategies

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. While the most advantageous “file and suspend” strategy was phased out, there is still an opportunity to maximize Social Security benefits.  If [...]

2017-09-05T20:34:00+00:00 August 1st, 2017|Retirement Planning|

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 income is less. But hang on – let’s look at the whole picture: Your deductions may disappear:  Once the house is paid off and the children are grown, you [...]

2017-09-05T20:17:40+00:00 April 10th, 2017|Retirement Planning|

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 managing their finances. Whether that time is imminent or somewhere in the unknown future, a critical first step is simply having a conversation with your parents about their finances. [...]

2017-04-10T14:21:03+00:00 February 10th, 2017|Uncategorized|

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 legacy planning. While you are making your charitable giving plans, consider these tips to maximize the tax benefit of your good deeds: • Rather than donating cash to your favorite charity, donate appreciated [...]

2017-04-10T14:24:34+00:00 November 10th, 2016|Tax|

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 don’t want to end up as the proverbial bag-lady, and they don’t want to be a burden to their family financially.  But they’re not quite sure what to do [...]

2017-03-29T14:17:07+00:00 June 20th, 2016|Investments, Retirement Planning|