Understanding Today's Financial Environment
At Marshall Wealth Management Group, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding how a stock works is key to understanding your investments.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Recent changes in estate tax laws could affect the strategy you have in place.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.