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...

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...

5 Ways to Pay for Long Term Care, Tax-Free

Yvonne Marsh, CFP®, CPA

Jun 29, 20232 min read

Tax Optimization

5 Ways to Pay for Long Term Care, Tax-Free

Guess where most of our retirement savings is? Yep, in IRA’s and 401k’s, where every dollar we withdraw is taxable to us. It’s like...

Are You Paying Too Much for Medicare Part B?

Yvonne Marsh, CFP®, CPA

May 10, 20232 min read

Healthcare Planning

Are You Paying Too Much for Medicare Part B?

Medicare can be complicated, and Part B premiums are particularly tricky since the monthly cost is actually based on your income from 2...

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...

New Tax Planning Ideas with Secure Act 2.0

Yvonne Marsh, CFP®, CPA

Jan 20, 20232 min read

Tax Optimization

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...

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...

The Downside of Using Your IRA to Pay for Retiree Healthcare Costs

Yvonne Marsh, CFP®, CPA

Oct 26, 20225 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

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,...

Yvonne Marsh, CFP®, CPA

Aug 11, 20222 min read

Healthcare Planning

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...

The Marsh Team

Feb 12, 20212 min read

Tax Optimization

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...

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

The Marsh Team

Nov 13, 20202 min read

Retirement Planning

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...

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...

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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

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