Latest Articles

Two Simple But Effective Conversion Target Calculations
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These are two simple but effective strategies to help calculate a very good conversion target for this year.

7 Ways a Marotta-Managed Schwab Institutional Intelligent Portfolios is Better Than Schwab Retail
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Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

Q&A: Do we need contingent beneficiaries if we have wills?
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The short answer is absolutely yes you do. Here’s why.

The Complete Guide to Beautiful, Frugal Gift Wrap
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It requires intentionality and creativity to avoid the hidden budget busters of gift wrap.

3 Hidden Roth Conversion Opportunities
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Even the most Roth-loving individuals may have hidden Traditional assets that they do not know they can convert to Roth. Here are just a few places to look.

Revisiting 2008 When The Markets Were Dropping
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Ten years after our original article we review how sage the advice was.

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