Marsh Wealth Management

10/28/2024

Check us out at marshwealth.com or give us a call today at (865) 622-2162!

06/18/2024

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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 portfolio using multiple asset classes, designed to withstand the market’s inevitable roller coaster ride. Most people nod along with me when I talk about diver...

05/31/2024

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How would you answer the question, “What does it mean to be wealthy? Interestingly, according to the Charles Schwab Modern Wealth Survey 2023, 7 out of 10 people said that their definition of wealthy was “not having to stress over money” and “being able to enjoy experiences”. So for the va...

04/22/2024

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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 their finances. It happened to me just this year. My parents went from living independently to suddenly needing my help managing their financial lives, and I fo...

02/22/2024

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In the financial planning world, we call the 5 years before retirement and 5 years after retirement the Fragile Decade. It’s during this time that the market’s performance can have an outsize impact on whether your investments will last as long as you do throughout your retirement years. That’...

10/12/2023

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It’s that time of year again – football, Fall and Medicare Open Enrollment! October 15th through December 7th is your opportunity to take a fresh look at your Medicare coverage to make sure you’re getting the most bang for your buck. Here are 3 things to do: 1. Review Your Part D Prescription ...

08/16/2023

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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 security number. After doing some research, we found that identity thieves had swooped in early and filed a fraudulent tax return, claiming a large refund which had....

07/12/2023

https://www.marshwealth.com/post/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 example, individual stocks have more risk, and thus more reward over time, than a bank savings account. But for pre-retirees and retirees, there’s more to inv...

07/05/2023

06/14/2023

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You’re probably familiar with the Qualified Charitable Distribution (QCD) rules by now: where you can transfer funds out of an IRA to a charity, income tax free, and use the QCD to reduce the amount of your taxable IRA Required Minimum Distribution. It’s one of my favorite tax strategies, especi...