Financial Planning for High-Net-Worth Individuals (HNWIs): Key Strategies to Protect Your Wealth and Legacy
Dive into the psychology of Debt vs. Investing with one of our Advisors, David Gasper, CIMA, CFP Read More
MFG Celebrates 20 Years!
From a guest bedroom in 2005 to a thriving firm serving clients across the country, Marshall Financial Group is celebrating 20 years of growth, gratitude, and purpose. Founder Pete Marshall reflects on the milestones, partnerships, and “God-moments” that shaped MFG’s journey — and what’s next for the firm’s future.... Read More
Inheriting an IRA
Inheriting an IRA is both emotional and complex. Recent rule changes under the SECURE Acts have made it even more important to understand your options. Our latest blog, by Tyler Kang, explains what beneficiaries need to know — from tax implications to distribution rules — and how to make informed decisions that honor your loved one’s legacy.... Read More
Beyond the Algorithm: The Value of a Financial Advisor
AI and technology are changing everything about how we manage money—but does that mean financial advisors are a thing of the past? Not quite. While algorithms crunch numbers, only advisors connect the dots to your goals, values, and long-term vision. Read our latest blog by our COO, Heather Lemmon, to see why we believe smart technology + human guidance can be the winning formula for your financial future.... Read More
Paying Off Debt vs. Investing:
Why One Feels Safer—But the Other Might Build More Wealth
Dive into the psychology of Debt vs. Investing with one of our Advisors, David Gasper, CIMA, CFP Read More
What the July 2025 Tax Law Means for You: Key Takeaways for Taxpayers and Families
New tax legislation signed in July 2025 brings major updates for individuals, families, retirees, and business owners—some starting now, others in 2026. From increased deductions to estate tax changes and expiring green energy credits, planning ahead is key.... Read More
FOMO and Investing: How to Avoid the “Fear of Missing Out” Trap
We’ve all felt it—FOMO kicks in when others boast big gains, and suddenly you wonder if you’re missing out. At Marshall Financial Group, we help investors tune out the hype and stay focused on smart, long-term strategies - read on as Senior Financial Advisor & Director of Advisor Technology, Andrew Hasz digs in. ... Read More
How to Choose the Right Financial Advisor
Finding the right financial advisor is key to building a secure future. Look for someone with the right credentials, a clear fee structure, and a commitment to understanding your goals. The right partnership can turn financial planning into a powerful, confident journey. Partner, Anthony Pugliese, dives in to give you key strategies. ... Read More
Raising Financially Independent Children
Senior Financial Advisor & dad of three, Russ Armstrong, CFP, believes the most valuable money lessons start at home. From teaching his kids how to budget their allowance to including them in family financial decisions, we’re raising not just children—but future independent adults. Want to know how? Read the full blog here!... Read More