Team Member Spotlight: Allison Masoero, CFP®

This quarter we’re spotlighting Allison Masoero, CFP®, a Wealth Advisor at Marshall Financial.  She has been with us for almost five years and loves building relationships with her clients. Take it away Allison! Describe what you do at Marshall in your own words:...

Five Socially Distant Fall Fun Activities

The fall season might look a little different this year for you and your family, which is why we wanted to provide five fun – and safe – things to do in the upcoming weeks to celebrate the cooler weather and all things...

Divorce & College – Who Pays and How?

During these trying pandemic times, many divorcing couples find new challenges regarding educating their kids.  In addition to having virtual K through 12 learning, and the challenges this creates for separated or divorced couples, college planning for these parents has its own obstacles. ...

Quarantine Wins

While we’re all familiar with the ways the COVID-19 shutdown has been a necessary inconvenience, we wanted to take some time to focus on all the positive things that have come out of being quarantined since mid-March. As a staff, we found new,...

Mortgage Refinancing & Home Buying in the Current Market

Mortgage rates are at historical lows. Accordingly, mortgage refinances are expected to reach record levels and support the U.S. economy as household budgets improve. But rates are not the only thing you need to think about when considering refinancing or buying a home....

Safety in Our Office & Reopening Plans

We are all looking forward to when things become more “normal” and we can be back in the office and have in-person meetings. While the transition to working remotely has been smooth, some things are more easily done in the office. We also...

Team Member Spotlight: Julie Picariello

For this quarter, we’re spotlighting Client Care Specialist, Julie Picariello, who just recently celebrated 25 years with Marshall Financial. Outside the Office During quarantine, Julie kept busy by enjoying British crime shows on Netflix and reading books by John Grisham, James Patterson, and...

COVID-19 Impact on Mortgage Holders

If, as a result of the current national emergency, you are experiencing a financial hardship that is negatively impacting your ability to make on-time mortgage payments, the CARES act allows you to request a forbearance from your mortgage company.  A forbearance is simply...

Understanding Unemployment Benefits During COVID-19

Has your employment or income been impacted by COVID-19? If so, there are new unemployment benefits that you may be able to take advantage of even if you’re self-employed, have been furloughed, or experienced a reduction in hours. There are now 3 types...