David John Marotta

President, CFP®, AIF®, AAMS®

Read More

Who Serves Low And Middle Income Consumers? We do!
with No Comments

The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.

A Case Study in a Misleading Annuity Sales Advertisement
with No Comments

In addition to all of the other reasons people hate annuities, seemingly fraudulent advertising and sales techniques is a major factor.

Two Simple But Effective Conversion Target Calculations
with No Comments

These are two simple but effective strategies to help calculate a very good conversion target for this year.

Megan Russell

Chief Operating Officer

Read More

Does per capita or per stirpes include spouses?
with No Comments

People think about marriage differently. These views and more shape the way that people want per stirpes and per capita to work.

Gift Ideas for Your Grandbabies: 1 Year Olds
with No Comments

As the proud mother of a two-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

Two Simple But Effective Conversion Target Calculations
with No Comments

These are two simple but effective strategies to help calculate a very good conversion target for this year.

State Tax Credits Are Becoming Less Valuable
with No Comments

New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.

#TBT The Benefits of Saving and Investing Early
with No Comments

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
with No Comments

What’s the difference between Schwab’s “Ending Value” line and their “Ending Value with Accrued Income” line on my monthly statements?

Courtney Fraser

Wealth Manager, CFP®

Read More

How Do I Take an RMD From an Illiquid Asset?
with No Comments

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?
with No Comments

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?
with No Comments

While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.

 

Subscribe to our newsletter!