Episode 11, The Marshall Art of monitoring your investments OR keeping your future on cruise control!

Set a reminder to check your investments quarterly. Use internet tools for your brokerage’s dashboard to take a look at performance vs. benchmarks, asset allocation balances vs. targets and fees and dividends!

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Episode 12, The Marshall Art of planning for taxes on bonuses OR making sure Uncle Sam doesn’t crash the vaca!

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Episode 10, The Marshall Art of selecting renter’s insurance OR when your ceiling drips but your wallet doesn’t!