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Malissa Marshall, CFP®, EA
- Mar 29
- 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.
27 views
Malissa Marshall, CFP®, EA
- Mar 28
- 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.
37 views
Malissa Marshall, CFP®, EA
- Jan 5
- 1 min
Reading List
Books about planning, books not about planning - books I have enjoyed reading recently
24 viewsWrite a comment
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
18 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.
20 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.
1 view
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