August 2024 Living Well

Unlocking Early Retirement Funds

Dreaming of an early retirement? Or perhaps you're facing a situation where you need quick access to your retirement funds? Achieving financial independence and security is a common goal, but effectively managing your assets before and during retirement is crucial for long-term success. One strategy to access retirement funds early, without penalties, is leveraging Rule 72(t). Click here for the full blog.

Proudly Supporting Bucks County and Beyond

As a longstanding member of the Bucks County community, Marshall Financial is thrilled to be a sponsor for several exciting events this season. Our commitment to fostering community engagement and supporting local initiatives is stronger than ever. We invite you to join us at these upcoming events that showcase the spirit and shared strength of our community. Click here for the full blog.

This month we spotlight Christine English, FPQP™ , Chief Administrative Officer & Client Care Specialist at Marshall Financial. Christine has been with the firm since 1992. Click here for her bio.

Hi! I am Christine, the Chief Administrative Officer and, more importantly, a client care specialist. I have been with Marshall Financial for over 32 years and consider the employees and clients of the firm to be my second family. I look forward to coming to work and seeing what each new day brings and who I might be able to help.

When I am not at Marshall, I love to be outside (as long as it is not freezing!) gardening or hanging out with my husband, dogs and cat. Music and Philly sports are a usual part of my week and my siblings, parents and extended family are also a very important part of my life. My sisters, brother, father and his wife, recently took a step back in time and spent a Friday night at the Bruce Springsteen concert, just like we did when growing up. 

Here is a picture of me (left) and my niece Lauren from this summer.

Disclosure: Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania. This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services. Investing involves risk, including risk of loss. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index. This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore. For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.