All posts tagged "Scott Marshall"

  • MONEY MATTERS—Social Security Maximization—Say What?

    By SCOTT T. MARSHALL, CPA, CFP® About two years ago, I had a financial planning review meeting with clients who were married. They both had long work histories with good incomes (i.e. they had more than paid...

    • Posted June 30, 2015
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  • MONEY MATTERS—Cheerful, Sacrificial Giving

    By Scott T. Marshall, CPA, CFP® I remember as a kid believing the story that swallowed gum stays in your stomach for seven years. Someone said it, and I received it as truth. At some point as...

    • Posted January 20, 2015
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