I started Marshall Financial Group primarily as a Financial Advisor, someone who clients could trust with their investments. Over the last 15 years, I’ve grown into the role of President of a full team of advisors and support... Read More
For most Americans, Social Security retirement benefits are a significant retirement asset. However, there are a number of things to consider before you start claiming your Social Security income. These choices can make a material... Read More
Retirement plans are often thought of as “set it and forget it.” You add money to your 401(k), hopefully your employer can add a matching sum, and you wait for it to grow. However, you should regularly revisit and review... Read More
Save money for retirement: this is something we all hear and know we should do. Even if you have been contributing to a 401(k) or other retirement account, you might not be familiar with the basics of retirement saving, especially as... Read More
Women earn, spend, budget, and plan household finances but sometimes long term financial planning requires information and knowledge outside of a woman’s current area of expertise. According to a survey from the Pew Research... Read More
This Valentine’s Day, we wanted to share why we love what we do. Although we haven’t been a “normal” office for almost a year, as our President Pete Marshall reflected in his year-end blog post, absence has made... Read More
As we all prepare for tax season after an unprecedented year, the federal and state government has enacted many changes that will impact tax filings. While some originate with the economic stimulus package known as the CARES Act, some... Read More
For those who watched the stock market in 2020, it was a year that included a very rocky ride but ended with an overall positive return. The team at Marshall Financial Group believes in working in an intentional manner using planning... Read More
Typically, the New Year means New Year’s resolutions. While common resolutions include losing weight or getting in shape, a survey by People magazine found that 62% of respondents have a very practical goal in mind for 2021... Read More
