David John Marotta

President, CFP®, AIF®, AAMS®

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#TBT How to Keep Your Identity Safe Online
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This 2015 article has five rules for safely handling your digital security which you can’t afford not to implement.

When Should I Worry About Performance?
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Some performance is cause for concern. Other times, you need not worry. Here are 5 times you should not worry and 4 cases when you should.

Observations on “The FIRE Movement”
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The FIRE (Financial Independence, Retire Early) movement is a suggestion that you should have the goal of achieving financial independence and retiring while you are young.

Megan Russell

Chief Operating Officer

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The Complete Guide to Homeschooling Laws in Virginia
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I must say that homeschooling was by far my best education experience.

#TBT How to Keep Your Identity Safe Online
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This 2015 article has five rules for safely handling your digital security which you can’t afford not to implement.

When Should I Worry About Performance?
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Some performance is cause for concern. Other times, you need not worry. Here are 5 times you should not worry and 4 cases when you should.

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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