David John Marotta

President, CFP®, AIF®, AAMS®

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Radio: Responsibility of Retirement Plan Sponsors
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If you run a retirement plan at your company, you are responsible to perform periodic reviews to ensure that the plan is the best it can be for participants

What Is Financial Planning?
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Given how few financial advisors have been through the education, certification, and experience require to obtain the CFP® mark, it is no wonder that so few so-called financial planners are actually providing comprehensive financial planning advice.

Asset Allocation Between The United States And The United Kingdom
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A blended portfolio has had a higher mean return than either fund by itself.

Megan Russell

Chief Operating Officer

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Radio: Responsibility of Retirement Plan Sponsors
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If you run a retirement plan at your company, you are responsible to perform periodic reviews to ensure that the plan is the best it can be for participants

What Is Financial Planning?
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Given how few financial advisors have been through the education, certification, and experience require to obtain the CFP® mark, it is no wonder that so few so-called financial planners are actually providing comprehensive financial planning advice.

Q&A: What financial planning services do you offer?
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We offer comprehensive wealth management services.

#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.

Q&A: Dividend Payouts and My Monthly Statement
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What’s the difference between Schwab’s “Ending Value” line and their “Ending Value with Accrued Income” line on my monthly statements?

#TBT Which is Better: Bad Market Timing or Not Investing?
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This 2014 post reminds us that perhaps we should be more afraid of cash and inflation than stocks and investing.

Courtney Fraser

Wealth Manager, CFP®

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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?

What Expenses Can My 529 Account Reimburse in 2017?
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While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.

 

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