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Yvonne Marsh, CFP®, CPA
Apr 223 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 need help when it comes to managing...
Yvonne Marsh, CFP®, CPA
Feb 223 min read
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
Aug 16, 20232 min read
Protect Yourself from Identity Theft
Last year, when a client tried to file his tax return he was notified by the IRS that a return had already been filed under his social...
Yvonne Marsh, CFP®, CPA
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
May 10, 20232 min read
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
Mar 14, 20232 min read
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...
Yvonne Marsh, CFP®, CPA
Nov 30, 20225 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
Sep 28, 20224 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 14, 20223 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
Jan 29, 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
The Marsh Team
Nov 13, 20202 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
Oct 26, 20203 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 21, 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
Mar 15, 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...
Yvonne Marsh, CFP®, CPA
Jan 22, 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 15, 20203 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
Oct 13, 20192 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
Aug 6, 20192 min read
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...
Yvonne Marsh, CFP®, CPA
May 15, 20182 min read
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
What’s Hiding in your Bond Portfolio?
FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to...
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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