Marshall Financial Management

Welcome to MarshallFinancialManagement.com, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Marshall Financial Management specializes in financial consulting and investment management through independent and objective financial guidance. We offer a full range of retirement planning, estate planning, and insurance planning services.  Working with our clients, we create personalized financial strategies, employing principles of financial planning, consistent investment strategy, personal performance goals, and overall estate preservation.  Financial planning is offered through LPL Financial.

We offer attentive service and tailored creative solutions suited to your unique situation, and we place an emphasis on client education and empowerment. Our clients tell us that they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you to overcome uncertainty, take control of your financial future, and move confidently toward your goals.

 

At Marshall Financial Management we realize that you have a choice of wealth advisement and we work hard to earn your business.  We strongly believe that we have a responsibility to help each of our clients achieve their goals and we intend for each of our clients to benefit from and appreciate their experience with us.

 

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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