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Stories written by Iain Marshall
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This Mother’s Day, think of lifetime financial moves to help kids

Iain Marshall

If you’re a mother, you’ll probably get some nice cards and flowers on Mother’s Day. But of course, your greatest gifts are your children themselves. And since you want to see them happy and financially secure, perhaps you can use this Mother’s Day as an opportunity to consider ways to help your children at various […]

Comments Off / April 26, 2012 | Posted in Business Columns | Read More »

Financial focus: Early IRA funding can pay off over time

You’ve got until April 17 to contribute to your Individual Retirement Account (IRA) for the 2011 tax year. That’s not a lot of time, but if you have some money available, and you haven’t completely funded your IRA for 2011, consider doing so before the deadline. And once you’ve “maxed out” on your IRA for […]

Comments Off / March 20, 2012 | Posted in Business Columns | Read More »

Become familiar with these five key areas

Iain Marshall

As an investor, what are your goals? You can probably think of quite a few — but over the course of your lifetime, your objectives typically will fall into five key categories. And once you’re familiar with these areas, you can start thinking of what they’ll mean to you in terms of your financial and […]

Comments Off / February 16, 2012 | Posted in Business Columns | Read More »

Don’t play politics with your investment decisions

Iain Marshall

While the election season heats up, you will hear more and more promises, claims and counter-claims from the candidates. As a citizen, you may or may not enjoy this “political theater,” but as an investor, you might be concerned over all the talk about taxes, Social Security, Medicare and other financial topics. Will you need […]

Comments Off / January 31, 2012 | Posted in Business Columns | Read More »

What does investment landscape look like in 2012?

As an investor, you know that 2011 was a somewhat “choppy” year, with the financial markets going through many ups and downs. So what can you expect in 2012? As baseball Hall of Famer Yogi Berra is quoted as saying: “It’s hard to make predictions — especially about the future.” And these words are certainly […]

Comments Off / December 28, 2011 | Posted in Business Columns,Cameron Park Life | Read More »

Manage your money carefully this holiday season

Iain Marshall

As you know, the holiday season can be joyous, hectic, celebratory — and expensive. And while you certainly enjoy hosting family gatherings and giving presents to your loved ones, you’ll find these things even more pleasurable if they don’t add a lot more weight to your debt load. And that’s why you’ll want to follow […]

Comments Off / November 30, 2011 | Posted in Business Columns | Read More »

When investing, “face to face” beats fingers on a keyboard

Iain Marshall

These days, you can purchase just about anything you want on the Internet. However, you can still benefit from a human, face-to-face experience for some purchases — such as your investments. And that’s why you may want to work with a financial professional. Unlike a computer interface, a financial professional will take the time to […]

Comments Off / October 06, 2011 | Posted in Business Columns | Read More »