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

What You Need To Know About Your Corporate Equity Benefits

Malissa Marshall, CFP®, MS Tax, 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.

75 views

How Do You Build A Well-Structured, Tax Efficient Portfolio?

Malissa Marshall, CFP®, MS Tax, 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.

65 views

The Joyful Intricacies of Filing US Taxes When Living Abroad or Owning Foreign Financial Assets

Malissa Marshall, CFP®, MS Tax, EA

Jul 1, 2020
3 min

The Joyful Intricacies of Filing US Taxes When Living Abroad or Owning Foreign Financial Assets

Filing US tax returns when you live and work abroad can add significant complexity to the process - you may have learned that the hard way.

126 views

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