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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.
35 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.
22 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.
30 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.
38 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.
32 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
30 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
20 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.
3 views
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