Trying to Save Taxes? 4 QCD Rules to Give You a Boost

Jun 14, 20232 min read

Trying to Save Taxes? 4 QCD Rules to Give You a Boost

You’re probably familiar with the Qualified Charitable Distribution (QCD) rules by now: where you can transfer funds out of an IRA to a...

Don’t Let Uncle Sam Get More Than His Fair Share

Yvonne Marsh, CFP®, CPA

Feb 22, 20232 min read

Tax Optimization

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

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...

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

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...

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...

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

Apr 9, 20172 min read

Retirement Planning

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...

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

The Marsh Team

Nov 10, 20162 min read

High Net Worth

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...

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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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