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Yvonne Marsh, CFP®, CPA
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...
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
Jan 182 min read
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...
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
Nov 15, 20223 min read
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 Marsh Team
Feb 12, 20212 min read
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
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
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
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
Sep 11, 20192 min read
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
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...
The Marsh Team
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...
The Marsh Team
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...
The Marsh Team
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...
The Marsh Team
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....
The Marsh Team
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...
The Marsh Team
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...
The Marsh Team
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....
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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