Steven Marshall & Associates

Steven Marshall & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC

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Open Enrollment comes with a long list of decisions. One that’s easy to overlook is the HSA opportunity.If an HSA-eligib...
10/08/2026

Open Enrollment comes with a long list of decisions. One that’s easy to overlook is the HSA opportunity.

If an HSA-eligible health plan makes sense for your situation, it can offer more than a way to pay for medical expenses. It can also create a meaningful tax and long-term savings opportunity.

For 2027, HSA contribution limits rise to $4,500 for individuals and $9,000 for families.

As you review your benefits elections, make sure the HSA decision is being considered as part of your broader financial plan.

https://bit.ly/4zI7Jar

The freedom that comes with simply feeling good about who you are.
10/07/2026

The freedom that comes with simply feeling good about who you are.

October is National Financial Planning Month, and Q4 is when planning turns into action.Before year-end, it’s worth revi...
10/06/2026

October is National Financial Planning Month, and Q4 is when planning turns into action.

Before year-end, it’s worth reviewing the decisions that may still be in your control: tax strategy, charitable giving, required distributions, benefits and any portfolio moves that need coordination.

The goal isn’t to check every box. It’s to make sure the pieces of your financial life are working together before the calendar does the deciding for you.

Now is a good time to review what still needs attention.

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The economy can look strong on paper while everyday costs still feel heavy.That’s the idea behind a K-shaped economy: so...
10/01/2026

The economy can look strong on paper while everyday costs still feel heavy.

That’s the idea behind a K-shaped economy: some households are benefiting from strong asset values and steady spending power, while others continue to feel more pressure from inflation and higher living costs.

There's a similar divide in markets, where a relatively small group of companies has driven an outsized share of recent gains.

If the headlines don’t match your experience, it may be worth discussing what the implications of a K-shaped economy could mean for your financial plan and portfolio.

https://bit.ly/4jzxaG0

Big outcomes are usually just small standards repeated long enough.
09/30/2026

Big outcomes are usually just small standards repeated long enough.

Higher Treasury yields aren’t just a Wall Street story.They can raise borrowing costs across the economy, while a heavie...
09/29/2026

Higher Treasury yields aren’t just a Wall Street story.

They can raise borrowing costs across the economy, while a heavier federal debt burden means more government dollars going toward interest. At the same time, higher yields can pressure some stock valuations and change the relative appeal of bonds and other investments.

If higher rates are here to stay, it may be worth discussing what that means for your financial plan and portfolio.

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Summer has a way of changing the pace. As routines pick back up in September, it’s worth asking whether your financial p...
09/24/2026

Summer has a way of changing the pace. As routines pick back up in September, it’s worth asking whether your financial plan is back in rhythm too.

A quick reset can help reconnect your goals, cash flow, investments and upcoming decisions, especially if life, markets or priorities shifted over the past few months.

You don’t need to start over. You just need to make sure your plan still reflects where you’re headed.

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Your future is built long before anyone else can see it.
09/23/2026

Your future is built long before anyone else can see it.

A bigger write-off isn’t always a better decision.The new tax law permanently restored 100% bonus depreciation for quali...
09/22/2026

A bigger write-off isn’t always a better decision.

The new tax law permanently restored 100% bonus depreciation for qualifying property, creating meaningful opportunities for business owners. But taking the largest deduction today can reduce flexibility tomorrow, or affect other parts of your tax picture.

The better question isn’t simply, “What can I deduct?” It’s, “Which moves best fit my cash flow, future income and long-term plans?”

Before major purchases or year-end decisions, coordinate the timing with your tax professional and broader financial plan.

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Ashley and Heather stepped away from the office this weekend and into the 16th century at the Maryland Renaissance Festi...
09/21/2026

Ashley and Heather stepped away from the office this weekend and into the 16th century at the Maryland Renaissance Festival! Despite the rainy weather, it was a fantastic day filled with entertainment, food, and a lot of spirit.

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1902 Campus Commons Drive, Suite 500
Reston, VA
20191

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Tuesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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