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

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.

62 views

Malissa Marshall, CFP®, MS Tax, 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.

60 views

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