Radio: The Broken Promises of the Government
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David Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing some of the government’s broken promises

Small Changes Have Large Effects Over Time
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A swimmer takes one stroke at a time and yet makes great progress.

Radio Interview: Which Retirement Accounts Should I Fund?
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David John Marotta was interviewed on radio 1070 WINA discussing which retirement accounts you should fund for the best tax outcomes.

Artist Interview with Malcolm Hughes
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Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!

Radio Interview: How Volatile Are the Markets?
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing market volatility.

Never Lend to Family Without a Contract
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While helping a family member out is noble, money often complicates the relationship.

Infographic: Is Grad School a Good Investment?
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An alternate look at the formula using the case study of Kate the Social worker who wants an MBA from Georgetown University.

Steps for Getting Out of Debt
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I have outlined some steps to help you figure out how to pay down your debt and get back on track.

Radio: Universal School Choice in Nevada
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David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing Nevada’s universal school choice.

How Can I Contribute to Two Roths?
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The terminology is a little confusing, but you are allowed to have and contribute to both individual retirement accounts and employment-related retirement accounts.

What Should I Do With a 401(k) From a Previous Employer?
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You have 3 basic options, but whichever option you choose, do not lose track of the accounts you own.

Second Quarter and Year-to-Date Returns for Our 6 Asset Classes
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Despite the headlines, the global equity markets posted gains last quarter and for the year.

How to Get Out of Debt: Summary
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This is a visual summary of the process of getting out of debt.

How to Get Out of Debt: Rebuild
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You have laid a good foundation: you are out of debt (or out of bad debt) and you’re ready for a clean start. Commit to keeping your financial life that way.

How to Get Out of Debt: Monitor and Adjust
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Real life rarely goes according to plan. Set aside time periodically to assess your progress.

Radio: Knowing When to Realize Capital Gains
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David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.

How to Get Out of Debt: Implement Your Plan
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Now that you know where you are headed and the steps you want to take to get out of debt, it is time to take action!

How to Get Out of Debt: Make a Plan
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To get out of debt, you need an emergency cushion, a budget, and a plan of attack.

How to Get Out of Debt: Assess Your Situation
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Make a list of all your debt and figure out where your money is going every month.

How to Get Out of Debt: Recognize the Problem
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Most people are comfortable with having some debt (like a mortgage, for example). But how much is too much?

Radio: Employment Tips for Recent Grads

David John Marotta and Megan Russell were interviewed on the radio discussing ways recent graduates can make themselves more attractive to employers in today’s tough job market.

Radio Interview: Ideas for Success
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David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing success, and how to structure your life for greater chances of success.

Can I Contribute to a Roth IRA?
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How do you know if you can contribute to a Roth IRA? See this flowchart for answers.

First Quarter 2015 Returns: Our 6 Asset Classes
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Each quarter brings a different set of returns for each asset class and subcategory.

How to Be a Good Executor
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You’ve been named the executor of a relative’s will – now what?

How Do I Structure My Accounts for Automatic Savings?
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Often the needs and wants of the present take our attention at the expense of the future. You want a system that will prioritize saving without needing your constant attention.

Radio: Twelve Tax Planning Agenda Items To Do Before April 15
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It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.

Preparing Your “Digital Estate” – Hardware and Digital Property
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You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?

Preparing Your “Digital Estate” – Social Media Edition
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What happens to my Facebook, Twitter, Wordpress, and other online accounts when I die? Could I decide?

Get Your Estate in Order, Pt. 3: Choose an Executor
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Who do I choose to be the executor of my estate? What will their basic duties be?

Get Your Estate In Order, Pt. 2: Physical Assets
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Today’s question: What do I want to happen to my physical belongings and assets after my death?

Index of 2015 and 2014 Tax Tables
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Want the full list of tax tables? Here they are in one place for easy browsing.

Get Your Estate Plan In Order – Even if You’re Only 26
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Today’s question: What if something happens to me and I am not able to make decisions for myself?

Radio: What Did Well in 2014 and What Might Happen in 2015
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David John Marotta and radio host Rob Schilling discuss what did well in the market as well as the online security of investments.

2015 Tax Facts
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The tax tables have arrived! Here are some highlights to keep in mind for the 2015 tax year.

Returns from the Countries with Economic Freedom
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Freedom investing beat the EAFE Foreign index by 7.92% in 2014.

2014 Returns for Our 6 Asset Classes
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When asset classes are not correlated that means they often move in different directions.

One-Fund Investing
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Either of these funds would be a good choice for a one-fund investment if you really want to keep it simple, and you could invest in both of them if you want a two-fund strategy.

Radio: The Rising Debt of College Education
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David John Marotta and Rob Schilling discussed the ways current policy makes college more unaffordable, and what students and parents can do about it.

November 2014 Returns for Our 6 Asset Classes
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Here are the returns for our six Asset Classes from November 2014.

August – October 2014 Returns for Our 6 Asset Classes
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Here are the returns for our six Asset Classes from August 2014 – October 2014.

Radio: Charlottesville Real Estate
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David John Marotta appeared on the radio discussing Charlottesville real estate, interest rates, and how you should not let a daunting pile of mortgage paperwork stop you from purchasing a home.

2015 IRA and Roth Contribution Limits
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Here are the 2015 contribution limits and income phaseouts for contributions to Traditional IRAs and Roth IRAs for retirement saving planning.

Radio: Parts of the Government Should be Shut Down
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David John Marotta was interviewed discussing government waste and what would happen if parts of the government were shut down.

Tax Limits: 2015 Employer-Sponsored Retirement Plans
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It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.

How Can I Give to My New Grandchild?
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My daughter and son-in-law are expecting their first child, and my husband and I want to give some money for the child as a gift. What are my options?

Radio: Are U.S. Markets Overvalued?
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This radio interview covers the basics of what investing is, and how to think about investing, especially in U.S. Markets with a constant stream of information available.

Radio: More on the Economics of Healthcare
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Individuals should be free to weight the healthcare costs and benefits, risks and savings, and make the decision that best fits their circumstances.

Radio: Third Party Payer Systems
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing the economics of third party payer systems.

Newlywed To Do List
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While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.

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