Top Posts – Andrew Marshall Financial, LLC https://andrewmarshallfinancial.com Fiduciary, Hourly Financial Planning Fri, 09 Jan 2026 22:15:35 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://andrewmarshallfinancial.com/wp-content/uploads/2016/01/AMF-icon-website.jpg Top Posts – Andrew Marshall Financial, LLC https://andrewmarshallfinancial.com 32 32 How to Replicate Vanguard Personal Advisor Services Investments and Save Money Every year https://andrewmarshallfinancial.com/how-to-replicate-vanguard-personal-advisor-services-investments-and-save-money-every-year/ Tue, 12 May 2020 18:57:17 +0000 https://andrewmarshallfinancial.com/?p=23446 I want to show you how to replicate the Vanguard Personal Advisor Services investments with another Vanguard offering, possibly saving you thousands of dollars per year. There is a certain allure to the Personal Advisor Services because Vanguard will invest your money in Vanguard funds and take care of the hassle of maintaining your portfolio at your recommended asset allocation.

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]]> What is a Pension Worth? https://andrewmarshallfinancial.com/what-is-a-pension-worth/ Thu, 03 Oct 2019 18:15:12 +0000 https://andrewmarshallfinancial.com/?p=5007 You can use these calculations to determine how much you would need in a retirement account (401(k)/403(b)/IRA) to safely withdraw an amount equal to your pension income. The research behind the calculations comes from an article published in the Journal of Financial Planning, November 2018 issue. The article was titled “Annuitized Income and Optimal Equity Allocation”. You can watch a video…

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]]> Sample Financial Plan https://andrewmarshallfinancial.com/sample-financial-plan/ Thu, 29 Aug 2019 22:19:10 +0000 https://andrewmarshallfinancial.com/?p=2052 In this blog post I am going to show you highlights of a sample financial plan for a couple approaching retirement. Each section of a financial plan from Andrew Marshall Financial, LLC includes a written discussion of the topic, my recommendation for your best course of action, the reasoning behind that recommendation, and data, diagrams, or other evidence to support the recommendation.

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]]> Living Off Your Money in Retirement https://andrewmarshallfinancial.com/living-off-your-money-in-retirement/ Fri, 17 May 2019 10:54:07 +0000 https://andrewmarshallfinancial.com/?p=1985 Your investment portfolio during retirement must be able to handle several issues. These four tasks can sound difficult, but there is a method which can achieve them. The ideas described in this blog post come from a book titled “Living Off Your Money” by Michael H. McClung. I was very excited to read this book because it solves one of the great misconceptions I think exists in…

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