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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Earnings season can move markets. What is it and why is it important?
To choose a plan, it’s important to ask yourself four key questions.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: right now.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
It's easy to let investments accumulate like the junk in a junk drawer.
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.