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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
Nov 15, 20223 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
Sep 1, 20226 min read


Are You Ready for the Call?
It’s like a lightning strike when the phone rings and you hear the news that your parent has had a stroke and is on his way to the...
Yvonne Marsh, CFP®, CPA
Aug 11, 20222 min read


The Retirement Income Teeter Totter
3 Reliable Ways to Steady Your Income. The continued uncertainty of the economy and stock market has millions of Americans worried that...
The Marsh Team
Nov 13, 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
Oct 22, 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...
The Marsh Team
Mar 16, 20202 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...
Yvonne Marsh, CFP®, CPA
Jan 15, 20203 min read


The Retirement Risk Multiplier
There’s so much talk in TV commercials about helping retirees “reach their goals,” followed by images of a couple holding hands on a...
Yvonne Marsh, CFP®, CPA
Oct 14, 20192 min read


Q4 2017 Market Review
The U.S. economy finished 2017 with another strong quarter. GDP grew at an annual rate of 3.2% in the third quarter (the fourth quarter...
The Marsh Team
Oct 1, 20173 min read


Q2 2017 Market Review
The second quarter of 2017 was another good quarter for the markets. Equities added several percentage points, pushing year-to-date...
The Marsh Team
Apr 1, 20172 min read


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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