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 [...]
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 [...]
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 [...]
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 [...]
Who Do You Rely on For Your 401(k) Investment Strategy?
Who Do You Rely on For Your 401(k) Investment Strategy? By Yvonne Marsh, CFP®, CPA Did you know that 6 in 10 people think their 401k will be their biggest source of income [...]
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 [...]