Retirement Planning

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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|

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|