“Tom has a rare blend of business and marketing acumen combined with a genuine concern for his clients. He's committed to excellence and holds back nothing to ensure the success of everyone he works with. My business has directly benefited from his expertise.”
Thomas Marshall
Richmond, Virginia, United States
1K followers
500+ connections
About
A well-known financial educator, Thomas P. Marshall is President of Virginia Estate and…
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Smart money management might be more important in retirement than in any other period of your life because you need to make it last a long time. Here…
Smart money management might be more important in retirement than in any other period of your life because you need to make it last a long time. Here…
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If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your…
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your…
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Retirees should adopt a strategy that allows for more flexibility from year to year because of uncertainty. https://ow.ly/QI3A50Tct2u
Retirees should adopt a strategy that allows for more flexibility from year to year because of uncertainty. https://ow.ly/QI3A50Tct2u
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Experience
Education
Volunteer Experience
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Director of Outreach/Fundraising
Channel of Blessing
Education
Channel of Blessing is a 501(c)3 non-profit dedicated to Christian education, vocational skills training, women's rights, and poverty alleviation primarily in India and also in Africa.
Publications
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More Retirement Smarts
Amazon
HOW MUCH DO YOU REALLY KNOW about retiring, and how hopeful are you about retiring early and retiring well? Thomas Marshall, President and Chief Investment Officer of Virginia Estate and Retirement Planning Advisors, Inc., reveals the strategies and the tactics used by those in the know to accomplish a retirement most will only dream of.
It's a brave new world in financial planning. Many of the old rules simply do not apply anymore, but there are powerful new laws and strategies you can…HOW MUCH DO YOU REALLY KNOW about retiring, and how hopeful are you about retiring early and retiring well? Thomas Marshall, President and Chief Investment Officer of Virginia Estate and Retirement Planning Advisors, Inc., reveals the strategies and the tactics used by those in the know to accomplish a retirement most will only dream of.
It's a brave new world in financial planning. Many of the old rules simply do not apply anymore, but there are powerful new laws and strategies you can use to affect your dreams—for yourself as well as your heirs and your causes. Find out, all in one place and without getting overwhelmed, about those topics you will need to know about to plan well, to retire well, and to retire early:
Chapter 1 Financial Planning
Chapter 2 Stock Market Myths and Realities
Chapter 3 Income Investing
Chapter 4 Retirement Plans and IRAs
Chapter 5 Taxes
Chapter 6 Estate Planning
Chapter 7 Insurance and Asset Protection
Chapter 8 Long-Term Care
Chapter 9 Your Health and the Economy
Chapter 10 The Tax Cut and Jobs Act of 2017
Chapter 11 The Most Overlooked Tax Deduction in America (Healthcare Savings Accounts)
Chapter 12 The Secure Act of 2019
Bonus Chapter: 8 Most Common Mistakes People Make When Planning For Retirement
As always, remember to consult a qualified financial planner and tax advisor to see how these ideas fit your specific circumstances. And here's to your happy and prosperous retirement! Thomas P. Marshall, MBA, http://myverpa.com -
Retirement Smarts: Plan Well, Retire Well
CreateSpace
It's a brave new world in financial planning. Old rules of thumb and ideas just won't work. The days of buying and holding investments are dead. You need to rethink your retirement approach. We live in the age of information. In many ways, that's a wonderful thing. You can do your own research on a wide spectrum of investments on the web, just by doing searches on key topics such as annuities, IRAs, stocks, online newsletters, participating in discussion boards, and more. However, it's easy to…
It's a brave new world in financial planning. Old rules of thumb and ideas just won't work. The days of buying and holding investments are dead. You need to rethink your retirement approach. We live in the age of information. In many ways, that's a wonderful thing. You can do your own research on a wide spectrum of investments on the web, just by doing searches on key topics such as annuities, IRAs, stocks, online newsletters, participating in discussion boards, and more. However, it's easy to become overwhelmed with information overload. And when you read conflicting advice, it can get confusing. To complicate matters further, tax laws can change every year. This means the strategies your parents followed probably won't work for you. You need to educate yourself. In this guide, I've distilled much of the financial information that is relevant to people approaching retirement today. As always, remember to consult a qualified financial planner to see how these ideas fit your specific circumstances. Here's to your happy and prosperous retirement!
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The gift of education: Getting friends and family to contribute to your kid’s 529 account is ‘pretty darn cool’. https://ow.ly/uhIy50TaUYi
The gift of education: Getting friends and family to contribute to your kid’s 529 account is ‘pretty darn cool’. https://ow.ly/uhIy50TaUYi
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It's simpler than you might think to choose a filing age. If you've been considering taking Social Security as early as possible at age 62, there are…
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A lot of older Americans worry about their finances, but many may be in a stronger financial position than they realize. Here are a few signs that…
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Shrinking your Social Security check could have financial consequences. Find out three ways you could accidentally end up will less money that you…
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While you can’t freeze your Social Security number, you can take steps to protect it, such as blocking electronic access to it and storing your…
While you can’t freeze your Social Security number, you can take steps to protect it, such as blocking electronic access to it and storing your…
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A recent Bureau of Labor Statistics survey finds the median retirement savings of 55-year-olds is just 10% of the target financial experts advocate…
A recent Bureau of Labor Statistics survey finds the median retirement savings of 55-year-olds is just 10% of the target financial experts advocate…
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Downsizing for retirement is a good way to simplify your life and cut down on expenses. Making some key changes, like moving into a smaller home…
Downsizing for retirement is a good way to simplify your life and cut down on expenses. Making some key changes, like moving into a smaller home…
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All that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that…
All that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that…
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If you have you always thought about living in a different country, retirement offers the perfect opportunity to make your dreams a reality. Before…
If you have you always thought about living in a different country, retirement offers the perfect opportunity to make your dreams a reality. Before…
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I did this over a decade ago, and it proves even more valuable every day. https://ow.ly/K2Wn50T6mmj
I did this over a decade ago, and it proves even more valuable every day. https://ow.ly/K2Wn50T6mmj
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According to MarketWatch, older Americans have been flocking to college towns for several reasons, including affordability, walkability and cultural,…
According to MarketWatch, older Americans have been flocking to college towns for several reasons, including affordability, walkability and cultural,…
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With federal student loan forgiveness up in the air and the rising cost of college now a top concern for families, parents are reprioritizing saving…
With federal student loan forgiveness up in the air and the rising cost of college now a top concern for families, parents are reprioritizing saving…
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These are all valid reasons to want to move in retirement, but they might not be the most important factors to focus on. Here are five factors…
These are all valid reasons to want to move in retirement, but they might not be the most important factors to focus on. Here are five factors…
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Saving money takes time and discipline — and it can be a challenge if you face competing financial obligations or unexpected costs. From groceries to…
Saving money takes time and discipline — and it can be a challenge if you face competing financial obligations or unexpected costs. From groceries to…
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If you're worried you might be one of them, there are steps you can – and should – take now to shore up your benefits and ensure you'll have more…
If you're worried you might be one of them, there are steps you can – and should – take now to shore up your benefits and ensure you'll have more…
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Both presidential candidates have touted no-tax-on-tips pledges, but experts say it’s bad policy. https://ow.ly/kQkP50T32qE
Both presidential candidates have touted no-tax-on-tips pledges, but experts say it’s bad policy. https://ow.ly/kQkP50T32qE
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