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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

19 views

The Ghost of Tax Returns Past 😱 - Gaining Perspective

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.

20 views

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