Financial Blog

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

What Is a "Financial Advisor"? A Look Inside the Financial Services Industry

Malissa Marshall, CFP®, MS Tax, EA

5 days ago
6 min

Financial Planning

What Is a "Financial Advisor"? A Look Inside the Financial Services Industry

There is very little regulation around the title "financial advisor" - so it's critical to understand the potential conflicts of interest.

How to Maximize Your Spouse’s Social Security Benefits

Malissa Marshall, CFP®, MS Tax, EA

Aug 23
3 min

Financial Planning

How to Maximize Your Spouse’s Social Security Benefits

Since the information on SSA.gov leaves something to be desired, here’s how to maximize your spouse’s benefits.

Is Combining Finances After Marriage Right For You?

Malissa Marshall, CFP®, MS Tax, EA

Jul 26
8 min

Financial Planning

Is Combining Finances After Marriage Right For You?

Whether you plan on combining finances after marriage or not, consider the pros and cons of joint bank accounts, merging accounts and more.

Financial Planning for Women by Life Stage

Malissa Marshall, CFP®, MS Tax, EA

Jul 12
11 min

Financial Planning

Financial Planning for Women by Life Stage

Learn about financial planning for women at each stage of life encountered by most women or their friends over the course of a lifetime.

Top Questions to Ask a Financial Advisor

Malissa Marshall, CFP®, MS Tax, EA

Jun 28
3 min

Financial Planning

Top Questions to Ask a Financial Advisor

There are many different factors to consider when choosing a financial advisor. Find the best advisor for you by asking these questions.

Don't Change Jobs Until You Make These Smart Money Moves

Malissa Marshall, CFP®, MS Tax, EA

May 24
4 min

Financial Planning

Don't Change Jobs Until You Make These Smart Money Moves

Are you thinking about leaving your current employer to start a new job? Make these smart money moves along the way.

Malissa Marshall, CFP®, MS Tax, EA

May 10
5 min

Financial Planning

Financial Planning for Busy Executives

Business executives have unique financial planning needs. A specialist financial advisor serving this niche can help you achieve your goals.

Financial Planning for Technology Professionals

Malissa Marshall, CFP®, MS Tax, EA

Apr 26
6 min

Financial Planning

Financial Planning for Technology Professionals

Technology professionals have unique financial planning needs. A specialist financial advisor serving this niche can help you reach your goa

What is a Certified Financial Planner (CFP)?

Malissa Marshall, CFP®, MS Tax, EA

Mar 22
4 min

Financial Planning

What is a Certified Financial Planner (CFP)?

A Certified Financial Planner (CFP) has the knowledge, experience and ethics needed to offer sound financial advice to their clients.

Do You Make Good Money, but You're Not Rich Yet? You Might be a HENRY

Malissa Marshall, CFP®, MS Tax, EA

Mar 8
6 min

Financial Planning

Do You Make Good Money, but You're Not Rich Yet? You Might be a HENRY

Are you a "High Earner Not Rich Yet" (HENRY)? Learn the tools you need to start financially planning for your future and growing your wealth

Malissa Marshall, CFP®, MS Tax, EA

Feb 4, 2020
4 min

Financial Planning

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.

Malissa Marshall, CFP®, MS Tax, EA

Oct 2, 2019
3 min

Financial Planning

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.

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