Resources from Your Financial Advisors Serving Knoxville and Beyond

Your Biggest Financial Threat in Retirement Might Surprise You

While most retirees worry about stock market downturns, an even bigger financial threat is an unexpected health event that Medicare...

Mar 6, 20182 min read

What’s Hiding in your Bond Portfolio?

FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to...

Feb 13, 20182 min read

Q&A From Our Life Transitions e-Mailbag

In our continuing e-Mailbag series, here are some new real-life questions and answers to share with you: Question: Do I still have to pay...

Yvonne Marsh, CFP®, CPA

Jan 4, 20182 min read

Update your Tax Strategies

Updating financial and tax strategies is always a good idea, but with the implementation of the Tax Cuts and Jobs Act in 2018, it is...

Sep 30, 20172 min read

Q&A From Our Life Transitions e-Mailbag

We regularly get questions from people trying to manage financial transitions in their lives. I thought I would share some of these...

Sep 30, 20173 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...

Aug 31, 20172 min read

5 Questions You Need Answers To

Confidence is king. Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and...

Many Retirees are Still Eligible for Social Security Maximization Strategies

Jul 31, 20172 min read

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....

Jul 27, 20171 min read

Yvonne Marsh appears on WVLT

Recently, our own Yvonne Marsh appeared on WVLT’s “Everyday Solutions” program with Whitney Kent to discuss some common mistakes people...

Jun 30, 20172 min read

Q3 2017 Market Review

Almost every sector of the stock market continued to make gains in the third quarter. Small cap stocks, as measure by the S&P 600...

Everything Knoxville Magazine June, 2017

Jun 20, 20171 min read

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....

Apr 9, 20172 min read

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...

Mar 31, 20172 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...

Feb 10, 20172 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 might need help when it comes to...

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

Nov 10, 20162 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...

Jun 19, 20161 min read

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...

Health Care Costs Got You Down? Here’s How to Save

May 6, 20162 min read

Health Care Costs Got You Down? Here’s How to Save

I’ve noticed a trend in my practice – people not yet enrolled in Medicare are moving to high deductible health insurance plans to offset...

Jan 7, 20162 min read