Andrew Marshall Financial, LLC
My goal for this channel is to simplify financial planning and investing enough that you can self-manage your finances in retirement. I use financial planning software to demonstrate the impact of various strategies on retirement outcomes.
I am a Certified Financial Planner™ professional who helps those who manage their own investment accounts at Vanguard, Schwab, Fidelity and others.
I am a fiduciary financial advisor and charge no investment management fees.
Переводите деньги в акции? Индикатор страха и жадности говорит: «Да, покупайте акции сейчас».
Используйте искусственный интеллект ChatGPT для поиска недорогих индексных фондов, сопоставимых с...
Как использовать ИИ ChatGPT для расчета объема конверсии Roth в этом году
Time to trim your Big Tech holdings? BlackRock says...
New Software Coordinates Social Security with Other Incomes and Portfolio Level
How a 1% AUM Financial Advisor Fee reduces Your Retirement
Использование ИИ (чат GPT) для планирования вывода пенсионных средств без пенсионных накоплений
Can You Retire Tomorrow? Asking ChatGPT vs financial planning software.
How to Leave a Larger Inheritance to Your Children After Taxes.
How to Reduce the Work and Time Needed to Self-Manage Your Own Investments in Retirement.
Using AI (ChatGPT) to Simplify an Investment Account.
Использование ИИ для эффективной с точки зрения налогообложения стратегии вывода средств после вы...
Retire Now? or Work One More Year (Actual Numbers)?
How Pension Income Enables a More Aggressive Investment Allocation
Pensions and Taxes: What Retirees Need to Know
Как открытие ипотечного кредита HECM с минимальным балансом улучшает ваши пенсионные результаты
Blackrock Model Portfolio Update for May 2025
Benefits of Switching from Mutual Funds to ETFs
The Real Reason for Tariffs
ALLW ETF. Портфель Bridgewater All-Weather теперь доступен каждому.
OMFL ETF. What happened? Why the lower returns in 2023 and 2024?
Best Inherited IRA Withdrawal Strategy from Vanguard Research
KMLM ETF Review. A true diversifier. Who should buy it and how it fits in a portfolio.
Is Delaying Claiming Social Security a Mistake?
How to Avoid Medicare IRMAA Surcharges Using Form SSA-44
How to Invest Once Retired. Keeping Asset Classes Separate Maximizes Wealth in Down Markets.
What Do Taxes in Retirement Look Like if You Receive a Pension?
Widow's Tax Penalty Debunked by New Research in Journal of Financial Planning (December 2023)
How to Invest in 2024 - the Best Year for a Diversified Portfolio in Recent Memory
Immediate Annuities are Now Paying Enough to Improve Retirement Projections!