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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
An inside look at how marginal income tax brackets work.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Understanding the cycle of investing may help you avoid easy pitfalls.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
Smart investors take the time to separate emotion from fact.