Posts by Marissa Barnhill
How to Handle a Financial Windfall Before December 31 Â
A financial windfall can come in many forms. It might be a bonus from work, an inheritance, or the sale of a property. Whatever the source, receiving a financial windfall all at…
Read MoreYear-End Investment Portfolio Review: What to Look At Before December Â
The end of the year is a natural checkpoint for reviewing your investment portfolio. Market movements over the past months may have shifted allocations, and personal goals often evolve over…
Read MoreThe Overlooked Retirement Planning Deadlines That Could Affect Your Financial Plan Â
Most people can name the April tax filing deadline without thinking twice, but there are many other important dates tied to retirement accounts that tend to get less attention. These…
Read MoreTax Planning for High Earners: Why Starting Before Fall Matters Â
Many high earners don’t start thinking seriously about tax planning until the end of the year. It’s easy to put off, especially when fall gets busy and other priorities take…
Read MoreLong-Term Risk Management: More Than Just InsuranceÂ
When people think about managing financial risk, insurance often comes to mind first. And while coverage plays an important role, it’s only part of the picture. Long-term risk planning involves…
Read MoreWhy You Should Update Your Estate Plan Before It Creates Problems Â
Estate planning isn’t something most people revisit often. Once the documents are signed, it’s easy to assume the plan is finished. But over time, life changes, and your estate plan…
Read MoreThe Legacy Planning Mistakes We See Most—and How to Avoid ThemÂ
Legacy planning can seem straightforward at first, but the details can quickly become more complex than expected. Even with the best intentions, it’s easy to overlook certain decisions or assume…
Read MoreHow to Future-Proof Your Wealth in an Uncertain EconomyÂ
In today’s fast-changing economy, uncertainty is more than a passing phase—it’s a constant. Between inflation, evolving tax laws, and market volatility, even the most solid financial strategies may need to…
Read MoreNext Steps After a Loved One Passes: Financial and Legal ConsiderationsÂ
Losing someone close to you often brings a wave of emotions that can feel hard to sort through. While each person experiences grief in their own way, many families also…
Read MoreSocial Security for Women: Why Timing and Strategy MatterÂ
Social Security isn’t always top of mind, but for many women, it plays a key role in retirement. It’s one of the few income sources that continues throughout life, and…
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