Where are You in the Money Cycle of Life?

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

Nov 30, 20225 min read

Retirement Planning

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

Jan 29, 20212 min read

Tax Optimization

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

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...

Yvonne Marsh, CFP®, CPA

Oct 13, 20192 min read

Retirement Planning

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...

The Only Things in Life that Are Certain

Yvonne Marsh, CFP®, CPA

Sep 11, 20192 min read

Tax Optimization

The Only Things in Life that Are Certain

I’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...

Yvonne Marsh, CFP®, CPA

Aug 6, 20192 min read

Healthcare Planning

You Might Already Own Your LTC Answer

Long-term Care is an important part of your financial plan. Are you paying for a life insurance policy you don’t need anymore? Or perhaps...

Your Biggest Financial Threat in Retirement Might Surprise You

Yvonne Marsh, CFP®, CPA

May 15, 20182 min read

Retirement Planning

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...

The Marsh Team

Mar 6, 20182 min read

Retirement Planning

What’s Hiding in your Bond Portfolio?

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

The Marsh Team

Feb 13, 20182 min read

Retirement Planning

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

High Net Worth

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...

The Marsh Team

Sep 30, 20172 min read

High Net Worth

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...

The Marsh Team

Sep 30, 20173 min read

High Net Worth

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

Aug 31, 20172 min read

Financial Planning

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

The Marsh Team

Jul 31, 20172 min read

Retirement Planning

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....

The Marsh Team

Jul 27, 20171 min read

Financial Planning

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...

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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