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Yvonne Marsh, CFP®, CPA
May 312 min read
Saying Yes to Life
How would you answer the question, “What does it mean to be wealthy? Interestingly, according to the Charles Schwab Modern Wealth Survey...
Yvonne Marsh, CFP®, CPA
Jun 29, 20232 min read
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...
Yvonne Marsh, CFP®, CPA
Dec 7, 20223 min read
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...
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...
The Marsh Team
Jun 19, 20161 min read
On Your Own, Financially
Whether the clients I work with are on their own by choice or by one of life’s unexpected turns, they all have something in common. They...
The Marsh Team
Jan 7, 20162 min read
Top IRA & 401(k) Mistakes
We can all learn from other’s mistakes. And in the world of complicated IRA taxation, it’s not hard to make one. Know that IRA’s and...
The Marsh Team
Jun 17, 20152 min read
With Smart Strategies, You Can Retire Early
Are you looking forward to the day when you can permanently turn off your alarm clock? Or perhaps finally tell the boss what you really...
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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