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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|

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|

Everything Knoxville Magazine June, 2017

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.  Inside the magazine is an excellent two page feature story, including interviews with our own Mike and Yvonne Marsh. Of particular interest in this article [...]

2017-09-05T20:36:03+00:00 June 21st, 2017|Investments, Marsh News, 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|

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|

Sitting on the Financial Fence

I remember learning in my high school physics class about inertia – that an object at rest tends to stay at rest.  It’s interesting to see how “financial inertia” plays out in people’s lives as well. Perhaps you are sitting in cash waiting for the perfect time to enter the market.  A Blackrock study found [...]

2017-03-29T14:17:07+00:00 April 23rd, 2016|Investments, Retirement Planning|

Top IRA & 401(k) Mistakes

We can all learn from other’s mistakes.  And in the world of complicated IRA taxation, it’s not hard to make one.  Know that IRA’s and 401k’s are fully taxable to your heirs. And while a well-laid plan lets your heirs pay that tax a little at a time, a poorly designed plan could end up [...]

2016-01-26T04:06:30+00:00 January 7th, 2016|Investments, Retirement Planning, Tax|

Learn the A, B, C, and D’s of Medicare

During my client consultations, I’ve discovered that understanding Medicare is an area where my clients express the most frustration and uncertainty.  I’m pleased to announce that Marsh Professional Group has added a dedicated Medicare specialist to its team to help you transform that uncertainty into certainty. Here’s how we can help. Before making your initial [...]

2017-03-29T14:17:07+00:00 September 6th, 2015|Insurance, Retirement Planning|