December 2024 Living Well

Marshall Financial Recognized as a Best Place to Work by Central Penn Business Journal & Lehigh Valley Business

We're proud to announce our recognition as one of the best places to work in Pennsylvania for 2024 by Central Penn Business Journal and Lehigh Valley Business. This marks our third consecutive year being honored in the small employer category. Click here to read the full story by Devon Radkins, FPQP™ .

Maximizing Tax Breaks with Bunching Charitable Contributions

The end of the year often prompts many of us to reflect on our charitable giving. For those who itemize their deductions, strategic planning can maximize the tax benefits of generosity. One increasingly popular approach is “bunching” charitable contributions. Click here to read the full blog by Donald R. Scholz, MBA, CFP® .

Do You Have Proper Insurance Coverage for Your Golf Cart?

Careless management of personal golf carts can be a very expensive problem. Owning a golf cart comes with its own inherent risks, and those risks only increase when others are allowed to operate it. Click here for the full blog by J.P. Dowds, CPA/CFP .

Greetings to all!  I, George Evans, Chief Investment Strategist at Marshall, have decided to retire and pursue other interests at the end of this year. I will miss all the people, employees and friends of the firm that I have had the pleasure of knowing.

Seeing the benefit, our firm has provided, during my 18 years here makes me want to stay forever. It seems like the best course of action is always the hardest to choose. But, even though I am moving on, I have the utmost confidence in the future success of all my co-workers.

We relocated to Maryland to be closer to family, and it has been wonderful to easily visit with children and grandchildren, who live close by. Also, I look forward to spending more time woodworking, vegetable gardening, or contributing time to local charity organizations.

In late September we enjoyed a dinner celebrating my retirement at the William Penn Inn in North Wales. Above is a photo of that event.

Happy Holidays from Marshall Financial!

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.