Blog

Dee has been with Marshall Financial Group since 2001 and recently added some pretty impressive feats to her professional and personal resumes! We hope you enjoy learning more about Dee – keep an eye out for future staff spotlights coming soon. In the...

Recently, I’ve had the pleasure of reading The Blue Zones of Happiness: Lessons From the World's Happiest People by Dan Buettner. Buettner is a National Geographic Fellow and has spent most of his life traveling across continents identifying areas of the world that...

If you’re asking questions like how does my student get the most value out of college, how do I afford college for my children without affecting my own lifestyle or retirement, or how do I engage my student in the process, chances are...

Financial news is buzzing this morning as a result of the 10-year Treasury yield briefly trading below that of the 2-year treasury, a phenomenon, known as ‘inversion’. A sustained inversion is often considered an early warning signal around the strength of the economy...

The U.S. - China trade dispute has developed into something akin to a bad cold- lingering and remediless.The folks at Statista, a statistics database, put together a great chart illustrating the key dates of tariffs imposed since 2018. We looked at how markets...

No one wants to experience a loved one struggling with dementia or Alzheimer’s, and unfortunately, it’s an all too common reality. It’s estimated that 14.7% of those over 70 years old are affected by dementia (Hurd). By 2030 that figure is projected to...

What is your credit score? Your credit score (FICO) is an assessment of your ability to repay debt. Banks and other lenders use it to help decide if you will be approved for a credit card or loan. A lower score can make...

What is your Net Worth? Your personal net worth is the combination of what you own (your assets) and what you owe (your liabilities). Knowing your net worth helps you understand your current financial situation or financial health. Setting up a net-worth statement...

What is Financial Well-Being? Well-being has been defined as feeling happy, healthy, having meaningful relationships and a sense of purpose. Financial well-being has been defined, through research conducted by the Consumer Financial Protection Bureau, as a state of being where four central elements...

The plan was to age in your home.  Then, some life event happened and that doesn’t seem like the best choice.  Now what?  Here are three areas to consider: What are my living arrangement choices? The choices range from continuing to live in...