November 2024 Living Well

Deadline approaching! What you need to know about the Corporate Transparency Act

Time is running out! If you have an LLC, partnership, or corporation, here’s what you need to know about the required Beneficial Ownership Report and the January 1, 2025 deadline. Click here for the full blog by Russ Weiss, CFP® .

Tax deductions for victims of disasters like Hurricane Helene and Milton

Learn how to deduct personal losses that aren't reimbursed by insurance. The process can be somewhat complicated, so click below to read the full blog from J.P. Dowds, CPA/CFP . Click here for the full blog.

Hi!  I’m Teri Windisch , an operations associate for Marshall Financial.  You may know me as the author of many, many scheduling emails or maybe the voice on the phone when you give us a ring!  I support the client experience on the scheduling front, the firm’s compliance function assisting our Chief Compliance Officer, and general office operations – I keep the candy bowls stocked!  November marked my two-year anniversary with Marshall!

Previously, my career was in education, first in higher ed and then in early care and education.  The old quote, “A Jack of all trades is a master of none, but oftentimes better than a master of one” sums up my professional background pretty well!

I have lived in Doylestown for 22 years, originally hailing from North Jersey.  I’m the CEO of a family of 5 – my husband Matt, Erin, a sophomore at Pitt, Brendan, a junior at CB West, and Brady, a 9th grader at Lenape Middle School.  This picture was taken in early November at Pitt’s Family Weekend.  No, they don’t get their height from me! 

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.