Each year tax planning ideally begins on January 1. However, there are tax-claiming strategies that remain available even in the final quarter of the year. Here are six areas to review that may provide potential tax savings in 2021... Read More
October is financial planning awareness and retirement planning awareness month. Although many people are saving for retirement, we hear many of the same questions when clients ask about their retirement needs. According to a 2019... Read More
Our relationships with clients always begin with understanding your current financial situation and your financial goals. The information that we gather in our initial meetings form the financial plan that we develop with you. That... Read More
With great sadness, we announce the passing of Niles Maynard Miller, a retired financial advisor and friend. Niles passed away on Monday, August 23, 2021 at Penn State Holy Spirit Medical Center due to complications from Covid-19... Read More
If you are like our team at Marshall Financial Group, you were looking forward to the summer of 2021. We had a wonderful time connecting and reconnecting with friends, family, and co-workers, while learning new things and taking time... Read More
Every month, our Partner, Director of Financial Planning, and Senior Financial Advisor Sheryl Parks leads the Second Saturday Divorce Workshop. As a Certified Divorce Financial Analyst®, she offers an overview of divorce and the... Read More
As a business owner, I know that for my firm to develop, I have to develop as a leader. Usually, this means taking courses or attending seminars. Like a lot of people learning new things during the pandemic, I took a chance this year... Read More
All of our investment strategies at Marshall Financial Group revolve around creating a plan for clients that is aligned with their financial goals and risk tolerance. One way to reduce risk, create a long-term plan for investing, and... Read More
Although we might be in the lazy days of summer, this is not a normal year. People are traveling, booking vacations, getting married, and doing all the things they have put on hold for the last 18 months. Similarly, the economy isn't ... Read More
