Malissa Marshall, CFP®, MS Tax, EASep 6, 20233 min readReflections - Inside SWWhat I’m Doing Now I thought it might be interesting to share a peek behind the curtain, so to speak – a look into how I spend my days running two businesses.
Malissa Marshall, CFP®, MS Tax, EANov 11, 20222 min readReflections - Inside SWReflections on Four Years in BusinessLooking back & looking ahead
Malissa Marshall, CFP®, MS Tax, EAFeb 28, 20212 min readReflections - Inside SWPlaying the Long Game: Celebrating Two Years in BusinessTwo years ago, my firm’s registration as a Registered Investment Advisor was approved by the state of VT. It has been an incredible journey.
Malissa Marshall, CFP®, MS Tax, EAJan 5, 20201 min readReflections - Inside SWReading NotesBooks about planning, books not about planning - books I have enjoyed reading recently
