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Malissa Marshall, CFP®, EA
- Jan 25
- 6 min
How To Build A Strong Estate Plan
Estate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.
18 views0 comments
Malissa Marshall, CFP®, EA
- Oct 20, 2020
- 5 min
Top Tax Strategies To Make The Most of Your Charitable Gifts
Tax planning and charitable giving go hand in hand. Here are fundamental steps to maximize your giving strategy.
47 views
Malissa Marshall, CFP®, EA
- Sep 29, 2020
- 6 min
What You Need To Know About Your Corporate Equity Benefits
Corporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.
42 views
Malissa Marshall, CFP®, EA
- Aug 26, 2020
- 5 min
How Do You Build A Well-Structured, Tax Efficient Portfolio?
Your portfolio plays a significant role in your financial life. Here are three basic tenets to crafting a balanced investment portfolio.
28 views
Malissa Marshall, CFP®, EA
- Mar 29, 2020
- 2 min
Now’s a Good Time to Review (or Prepare) Your Advance Directive
In this time of the coronavirus pandemic, I wanted to spend some time discussing Advance Directives.
33 views
Malissa Marshall, CFP®, EA
- Mar 28, 2020
- 2 min
Market Volatility - What Should You Do?
Due to recent stock market volatility, I wanted to share how we're guiding our clients through this time and focusing on the long-term.
41 views
Malissa Marshall, CFP®, EA
- Feb 4, 2020
- 4 min
How A Financial Plan Can Create Freedom
Most people have never worked with a planner before – so I wanted to share how financial planning can impact your life in a meaningful way.
36 views
Malissa Marshall, CFP®, EA
- Jan 5, 2020
- 1 min
Reading List
Books about planning, books not about planning - books I have enjoyed reading recently
37 views0 comments
Malissa Marshall, CFP®, EA
- Dec 11, 2019
- 3 min
Do Not Go Gently 🕯
While it is unlikely that tax planning is a priority during the holiday season, I wanted to share some final thoughts before the year closes
28 views
Malissa Marshall, CFP®, EA
- Nov 7, 2019
- 4 min
The Ghost of Tax Returns Past 😱 - Gaining Perspective
Despite how scary they may be, taxes are really the shadow aspect of financial planning, since they underlie almost all financial decisions.
21 views
Malissa Marshall, CFP®, EA
- Oct 2, 2019
- 3 min
Feeling Stuck?
The topic this month is about feeling stuck in your financial life, whether from a new situation or from one that has long gone unattended.
6 views
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