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Don’t Let Uncle Sam Get More Than His Fair Share
Tax season is in full swing and I can hear the collective groan of US taxpayers as we calculate how much is owed by April 15th. It can be...
Yvonne Marsh, CFP®, CPA
Feb 22, 20232 min read
New Tax Planning Ideas with Secure Act 2.0
You’ve probably been reading about the retirement savings changes brought about by the passage of the Secure Act 2.0 in late December...
Yvonne Marsh, CFP®, CPA
Jan 20, 20232 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 21, 20224 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
Dec 7, 20223 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
Nov 30, 20225 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
Nov 15, 20223 min read
The Downside of Using Your IRA to Pay for Retiree Healthcare Costs
If you’ve been a good saver and have built up a tidy nest egg to support your retirement years, my guess is that the vast majority of...
Yvonne Marsh, CFP®, CPA
Oct 26, 20225 min read
Confidently Living Single, Now or in the Future
Ok, ladies, this article is mostly for you. Whether you’re living single this very minute or not, odds are that you will at some point in...
Yvonne Marsh, CFP®, CPA
Oct 12, 20222 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 28, 20224 min read
Changes to Medicare in 2023 That You Need to Know
Exciting changes are afoot for 2023, and I can’t wait to share them with you. Whatever your political leanings, if you are one of over...
Yvonne Marsh, CFP®, CPA
Sep 14, 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
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,...
Yvonne Marsh, CFP®, CPA
Aug 17, 20222 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
Think You Won’t Owe Estate Tax?
The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many...
The Marsh Team
Feb 12, 20212 min read
A New Twist on IRA Tax Planning
The SECURE Act created a new twist in tax planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable i
Yvonne Marsh, CFP®, CPA
Jan 29, 20212 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
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 27, 20203 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
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 22, 20202 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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