David John Marotta

President, CFP®, AIF®, AAMS®

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Radio: Best Time to Invest 2019
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There is always an excuse to delay doing something that involves risk. They close the show reminding you not to wait. Invest now.

#TBT Estate Planning For A Family Business Balances Three Roles
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This whimsical 2004 post uses the hypothetical family business of Belle and the Beast to teach a valuable lesson about passing on the family business to the next generation.

The No-Bear Bull Market of the 1990s
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Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.

Megan Russell

Chief Operating Officer

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Radio: Best Time to Invest 2019
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There is always an excuse to delay doing something that involves risk. They close the show reminding you not to wait. Invest now.

Practical Advice on Hiring Your Children
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Here’s some advice from one daughter employee to a would-be parent employer.

Loophole: How to Perform Qualified Charitable Distributions Out of Ongoing SEP-IRA Assets
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It turns out there is still a way to do a QCD out of those assets, but it requires a bit of planning ahead.

2019 Tax Facts
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Here is a cheat sheet with information about the 2019 tax brackets and contribution limits that should help as you do your tax planning for the year.

State Tax Credits Are Becoming Less Valuable
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New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.

#TBT The Benefits of Saving and Investing Early
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This 2014 article reminds us: don’t wait until you “have more” or “make extra money” – start saving now! It is worth more.

Courtney Fraser

Wealth Manager, CFP®

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A Quick Strategy for Analyzing Whether You Should Rent or Sell
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There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

How Do I Take an RMD From an Illiquid Asset?
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The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

Q&A: Can I pay for my student’s computer repair using 529 funds?
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In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?

 

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