Save money for retirement: this is something we all hear and know we should do. Even if you have been contributing to a 401(k) or other retirement account, you might not be familiar with the basics of retirement saving, especially as... Read More
Women earn, spend, budget, and plan household finances but sometimes long term financial planning requires information and knowledge outside of a woman’s current area of expertise. According to a survey from the Pew Research... Read More
This Valentine’s Day, we wanted to share why we love what we do. Although we haven’t been a “normal” office for almost a year, as our President Pete Marshall reflected in his year-end blog post, absence has made... Read More
As we all prepare for tax season after an unprecedented year, the federal and state government has enacted many changes that will impact tax filings. While some originate with the economic stimulus package known as the CARES Act, some... Read More
For those who watched the stock market in 2020, it was a year that included a very rocky ride but ended with an overall positive return. The team at Marshall Financial Group believes in working in an intentional manner using planning... Read More
Typically, the New Year means New Year’s resolutions. While common resolutions include losing weight or getting in shape, a survey by People magazine found that 62% of respondents have a very practical goal in mind for 2021... Read More
When I reflect back on 2020, it’s felt like five years, rather than twelve months. So much has happened and we’ve collectively had so many ups and downs. Even though this year has been unusual (to say the least), we have... Read More
2020 has been a year unlike any other, and the financial markets have reacted in accordance with global events. The COVID-19 pandemic upended much of life-as-normal in March, and the markets first saw a large decline in the beginning... Read More
Our success as a firm is not just about happy clients or motivated and fulfilled employees. We also believe that when we grow as a company, we have an opportunity to help our community. We strive to give back in tangible and meaningful... Read More
