Ryan J. Marshall, CFP, AIF

09/01/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

08/30/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

08/28/2026

Choosing Medicare coverage isn't about finding the "best" plan—it's about finding the one that best fits your needs.
Some people prioritize flexibility when choosing doctors and providers. Others are more focused on keeping monthly costs lower or having additional benefits bundled into one plan.

Understanding the differences between Medicare Supplement and Medicare Advantage plans can help you ask better questions and make more informed decisions when it's time to enroll.

The right choice depends on your healthcare needs, budget, and long-term goals.

08/27/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

08/25/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

08/23/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

08/21/2026

When building a retirement income plan, it's easy to focus on replacing your paycheck—but healthcare deserves just as much attention.

Even with Medicare, retirees may still be responsible for premiums, deductibles, copays, prescription costs, and other out-of-pocket expenses.

That's why healthcare shouldn't be viewed as a separate conversation. It's an important part of your overall retirement budget and can influence how much income you'll need throughout retirement.
Planning for healthcare expenses today may help reduce surprises tomorrow.

08/20/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

08/18/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

08/16/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.