Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

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Malissa Marshall, CFP®, MS Tax, EA

Jan 25, 2021
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.

81 views

Now’s a Good Time to Review (or Prepare) Your Advance Directive

Malissa Marshall, CFP®, MS Tax, 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.

58 views

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