The financial industry loves to throw around technical jargon that can make financial planning seem much more complicated than it needs to be. Here are easy-to-understand definitions for some of the most common and confusing terms.... Read More
Are you attracted to risk or repelled by it? How does your attitude impact your ability to achieve your financial goals? Find out more about risk tolerance and the integral role “risk” plays in creating a financial plan.... Read More
What you don’t know about 529 plans might be costing you. Read this to learn about how 529 plans could help you increase savings and potentially reduce your taxes. Read More
Our Managing Partner Pete Marshall reflects on attending the Schwab Advantage Conference and the growth of the Marshall Financial Group. Read More
As part of our services, we include tax planning that can help in making decisions that impact the management of investments and other aspects of your financial plan. Read More
At the Orion Ascent Conference, three of our financial advisors dove deep into what it means to be a financial advisor in a world of changing technology and expanding dreams. Read More
Have you heard the saying, "if you don’t like the weather wait a day and it will change"? The same could be said of the markets. The first quarter of 2023 included three unique months, in January the S&P 500 had a stellar start.... Read More
At Marshall Financial Group, we work with you to develop a strategy for asset allocation, diversification, and reinvestment. Read More
Here’s our conversation with Kathleen Rus, Esq. about avoiding probate and helping make sure your estate can be settled easily. Read More
