Marshall Financial Group

12/15/2025

We are thrilled to have joined Creative Planning in order to expand our offerings and resources while continuing to provide personalized and comprehensive full-service wealth management for our clients.

Be sure to follow Creative Planning to stay up to date on the latest investment, financial and company news.

Creative Planning announces the acquisition of Marshall Financial, enhancing wealth management services with over $900 million in assets.

11/26/2025

Our office will be closed Thursday 11/27 and Friday 11/28 for the Thanksgiving holiday. Regular business hours will resume Monday 12/1.

Wishing everyone a safe and happy Thanksgiving.

11/26/2025

Episode 130 is here, and Adam and Sean are getting a little nostalgic as they take a victory lap through two years, 130 episodes, and more than a few unhinged headlines. In this bittersweet sendoff (for now!), the guys unveil the 14 winners of the 3rd Annual Off Street Awards — a celebration of everything from the most niche recession indicators to the most “I’m sorry… they did what?” food trend.

Expect favorites like the Philadelphia dime heist, a “Weird Brits” category, and a few moments that remind us just how powerful — and occasionally chaotic — the American stomach can be. They also look back on listener stats, the biggest surprises since the podcast’s inception, and impact Off Street managed to build along the way. It’s a warm “thank you” to everyone who’s tuned in, shared episodes, and ridden the Off Street rollercoaster since 2023.

Click here to tune in one last time:

https://podcasts.apple.com/us/podcast/ep-130-see-you-later/id1682095802?i=1000738434479

11/24/2025

Your teen getting a license is a joy — and a premium shock. 🚘

In our new blog, we walk you through how insurance changes from permit → license → college. When does your premium rise? When might a student-away discount apply? And is it ever better to move them to their own policy?

Spoiler: planning ahead can save thousands.

https://www.marshallfinancial.com/adding-your-teen-to-auto-insurance-what-parents-should-expect/

11/20/2025

Sometimes the smartest move in investing is knowing when to stop trying to control it.

That’s where Mel Robbins’ Let Them Theory comes in. Our new article ties her philosophy to wealth management: let go of what’s uncontrollable, and double down on what you can steer (structure, discipline, clarity).

Because financial freedom usually starts in your head.

https://www.marshallfinancial.com/freedom-in-finance-lessons-from-mel-robbins-let-them-theory/

11/10/2025

You love your pet like a kid—and you’d do anything for them. But is pet insurance really worth it?

We break down common pitfalls (the fine print is everything), cost ranges, and situations where self-funding might beat a policy. Whether you’re considering adding it or already carrying one, Matt McGraw, CFP® breaks it down so you make an informed decision.

Give your four-legged family member financial freedom too.

Check it out here: https://www.marshallfinancial.com/is-pet-insurance-worth-it/

11/07/2025

This week on Off Street, Adam and Sean cover another wild stretch of headlines — from the ABC/YouTube TV standoff threatening another sports blackout to the ongoing government shutdown. They also dig into AI valuation, Warren Buffett’s near $400 billion cash pile, and key elections in NYC and beyond.

The Supreme Court also made headlines this week as it heard arguments on Trump’s presidential tariffs, leading to a discussion on other avenues the president may take to continue keeping tariffs in place.

Tune in to Episode 128 of Off Street, the official podcast of the Marshall Financial Investment Team.

https://open.spotify.com/episode/7ndp449D7OTt3x2pgJC2K1?si=-ZkzesoLR8eWmHwPOBNkXw

11/03/2025

This month’s 𝘓𝘪𝘷𝘪𝘯𝘨 𝘞𝘦𝘭𝘭 takes a closer look at two timely, year-end topics: market myths and benefit decisions. First, we break down the so-called “October Effect” and why this month’s market reputation doesn’t hold up against the data. Then, with open enrollment season in full swing, we highlight the benefit choices that can make a big impact on your health, family, and finances heading into 2026.

Catch the full October edition here:

Open Enrollment: Don't Sleep on These Year-End Benefit Decisions As the year winds down, it’s not just holiday prep and year-end planning that deserve your attention, it’s also open enrollment season. Each fall, employers offer a brief window when you can review and adjust your workplace benefit...

10/31/2025

From all of us, have a safe and happy Halloween! May your day be filled with treats, laughter, and maybe a few friendly frights.

10/29/2025

Sometimes your biggest barrier in finance isn’t the market. It’s your mindset.

In our latest blog, we pull from Mel Robbins’ Let Them Theory to show how releasing control over what you can’t predict (like markets, interest rates, etc.) frees you to focus on what you can control — like savings habits, your plan, your mindset.

If your portfolio’s doing fine but your emotions aren’t, this one’s for you.

Discover how Mel Robbins’ Let Them theory can reshape wealth management by focusing on what truly matters—your long-term goals.

10/27/2025

Parenthood: teaching life lessons, paying for car insurance, and hoping they text you when they get home.

Our latest blog covers what to expect (and strategize) when adding your teen driver to auto insurance — across permit stage, licensed stage, and attending college. We also dig into discounts and when a separate policy might make sense.

Because “I’ll just add them later” could cost you.

Catch all the details here:

Learn what to expect with auto insurance as your teen goes from permit to license to college. Tips to plan ahead and manage costs at each stage.

10/24/2025

Pets are family. But when that emergency vet bill hits: do you self-insure or get pet insurance? 🐾

In our latest blog, we dig into what pet insurance actually covers (and what it doesn’t), how premiums are calculated, and whether a policy could make more sense than relying solely on savings. If you’ve got “fur children,” this one’s for you.

👉 Read more & lean into smarter planning:

Is pet insurance worth it? Learn what it covers, what it costs, and how to decide if a policy—or self-funding—is best for your furry family member.