Jun 182 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 312 min read

Financial Planning

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 223 min read

Financial Planning

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...

A Simple Approach to Managing the Unknown Future

Yvonne Marsh, CFP®, CPA

Feb 223 min read

Financial Planning

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 182 min read

Financial Planning

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...

Where are You in the Money Cycle of Life?

Yvonne Marsh, CFP®, CPA

Jul 12, 20232 min read

Investment Strategy

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...

Trying to Save Taxes? 4 QCD Rules to Give You a Boost

Yvonne Marsh, CFP®, CPA

Jun 14, 20232 min read

Financial Planning

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

Financial Planning

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

Financial Planning

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...

Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips

Yvonne Marsh, CFP®, CPA

Dec 21, 20224 min read

Tax Optimization

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

Financial Planning

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...

Making Your Money Last as Long as You Do

Yvonne Marsh, CFP®, CPA

Nov 15, 20223 min read

Financial Planning

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

Financial Planning

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...

4 Smart Financial Strategies That Will Have You Living Confidently to Age 100

Yvonne Marsh, CFP®, CPA

Sep 1, 20226 min read

Financial Planning

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...

Don't Let Your Parents Fall for these Scams

Yvonne Marsh, CFP®, CPA

Aug 17, 20222 min read

Financial Planning

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,...

4 Benefits of Working with a Financial Advisor

The Marsh Team

Oct 26, 20203 min read

Financial Planning

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...

A Detailed Guide for Filing for Social Security Benefits

The Marsh Team

Oct 21, 20202 min read

Income Planning

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...

Does Your Investment Strategy Have a Sleep-at-Night Factor?

The Marsh Team

Mar 15, 20202 min read

Investment Strategy

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

Retirement Planning

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...

The Rules Just Changed for Your Retirement

Yvonne Marsh, CFP®, CPA

Jan 15, 20203 min read

Retirement Planning

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

Legacy & Estate Planning

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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