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Yvonne Marsh, CFP®, CPA
Jun 18, 20242 min read
An Overlooked Way to Build Wealth
If I were a betting woman, I’d bet that you’ve probably heard about the wealth building power of owning a well-diversified investment...
Yvonne Marsh, CFP®, CPA
May 31, 20242 min read
Saying Yes to Life
How would you answer the question, “What does it mean to be wealthy? Interestingly, according to the Charles Schwab Modern Wealth Survey...
Yvonne Marsh, CFP®, CPA
Apr 22, 20243 min read
Helping Your Aging Parents
The passage of time can catch you off-guard – years fly by and suddenly you realize that your parents need help when it comes to managing...
Yvonne Marsh, CFP®, CPA
Feb 22, 20243 min read
A Simple Approach to Managing the Unknown Future
In the financial planning world, we call the 5 years before retirement and 5 years after retirement the Fragile Decade. It’s during this...
Yvonne Marsh, CFP®, CPA
Jan 18, 20242 min read
5 Steps to Refresh your Finances
As 2024 has kicked off, I’ve been spending some time reviewing my personal finances and doing some clean up to start the year. I thought...
Yvonne Marsh, CFP®, CPA
Jul 12, 20232 min read
Where are You in the Money Cycle of Life?
In the investing world we tend to talk about investing in terms of “how much return can I get for the amount of risk I’m taking?” For...
Yvonne Marsh, CFP®, CPA
Jun 14, 20232 min read
Trying to Save Taxes? 4 QCD Rules to Give You a Boost
You’re probably familiar with the Qualified Charitable Distribution (QCD) rules by now: where you can transfer funds out of an IRA to a...
Yvonne Marsh, CFP®, CPA
Apr 13, 20232 min read
Why Building Tax-Free Wealth Matters
There are so many ways that Congress dangles the carrot of tax deductions to motivate us toward a certain behavior. For example, to...
Yvonne Marsh, CFP®, CPA
Mar 14, 20232 min read
Do You Need a Trust?
It’s not an uncommon question – people often ask if trusts are needed. I’m not a lawyer, of course, but as a CFP® I can share what I see...
Yvonne Marsh, CFP®, CPA
Dec 21, 20224 min read
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...
Yvonne Marsh, CFP®, CPA
Dec 7, 20223 min read
Your Amazing 401(k)
It’s hard for me to contain my excitement when I think about all of features that a 401(k) gives us to save toward the comfortable...
Yvonne Marsh, CFP®, CPA
Nov 15, 20223 min read
Making Your Money Last as Long as You Do
It’s been a tough year in the markets so far, and for new retirees it’s even more anxiety inducing. Is their nest egg going to last as...
Yvonne Marsh, CFP®, CPA
Sep 28, 20224 min read
Making You 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...
Yvonne Marsh, CFP®, CPA
Sep 1, 20226 min read
4 Smart Financial Strategies That Will Have You Living Confidently to Age 100
Does it seem impossible to think you could live to 100? The Society of Actuaries has a really clever longevity calculator (at...
Yvonne Marsh, CFP®, CPA
Aug 17, 20222 min read
Don't Let Your Parents Fall for these Scams
I received a call a few weeks ago from a lady who excitedly told me that she’d just been notified that she won $5.4 million in a lottery,...
The Marsh Team
Oct 26, 20203 min read
4 Benefits of Working with a Financial Advisor
Did you know that just 30% of all households in the United States have a long-term financial plan? Though this may seem a bit shocking at...
The Marsh Team
Oct 21, 20202 min read
A Detailed Guide for Filing for Social Security Benefits
The US Department of Labor estimates that more than 20% of Americans never save any part of their annual income. The no-savings lifestyle...
The Marsh Team
Mar 15, 20202 min read
Does Your Investment Strategy Have a Sleep-at-Night Factor?
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...
Yvonne Marsh, CFP®, CPA
Jan 22, 20202 min read
Funding a Roth IRA Through the Backdoor
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...
Yvonne Marsh, CFP®, CPA
Jan 15, 20203 min read
The Rules Just Changed for Your Retirement
The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
Resources from Your Financial Advisors Serving Knoxville and Beyond
Explore our resources for guidance from trusted financial advisors in Knoxville, TN. Choose a category to find information on your topic of interest, or scroll down to browse our latest articles covering retirement, tax strategies, investments, and more.
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