Why it Makes Sense to Consolidate Your Investments

6 Tax-Claiming Strategies to Utilize in 2021

Each year tax planning ideally begins on January 1. However, there are tax-claiming strategies that remain available even in the final quarter of the year. Here are six areas to review that may provide potential tax savings in 2021... Read More

Top 5 Questions Clients Ask About Retirement

October is financial planning awareness and retirement planning awareness month. Although many people are saving for retirement, we hear many of the same questions when clients ask about their retirement needs. According to a 2019... Read More

The Importance of Your Risk Tolerance

Our relationships with clients always begin with understanding your current financial situation and your financial goals. The information that we gather in our initial meetings form the financial plan that we develop with you. That... Read More

In Memoriam – Niles Maynard Miller

With great sadness, we announce the passing of Niles Maynard Miller, a retired financial advisor and friend. Niles passed away on Monday, August 23, 2021 at Penn State Holy Spirit Medical Center due to complications from Covid-19... Read More

How Marshall Financial Group Spent the Summer

If you are like our team at Marshall Financial Group, you were looking forward to the summer of 2021. We had a wonderful time connecting and reconnecting with friends, family, and co-workers, while learning new things and taking time... Read More

Have questions? I’m here to help.

This field is for validation purposes and should be left unchanged.