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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes how you consider shaping your portfolio.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Ascertaining the value of your business is important for a variety of reasons.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding how a stock works is key to understanding your investments.
A few strategies that may help you prepare for the cost of higher education.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all of your choices when it comes to managing your taxable income?
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Recent changes in estate tax laws could affect the strategy you have in place.