David John Marotta

President, CFP®, AIF®, AAMS®

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Schwab’s New Personal Value Chart Promotes the Worst Investing Habits
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Schwab’s presentation is designed to show a real time accounting of your portfolio’s value. It is not designed to report on your portfolio’s performance.

Radio: Seven Financial Resolutions for the 2019 New Year
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On Tuesday, January 8, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss financial resolutions for the 2019 new year.

Cost of Credit Card Debt Calculator
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Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.

Megan Russell

Chief Operating Officer

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A Guide to HSA Qualified Medical Expenses, Contributions, and Family Plans with Adult Children
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More and more family plans are actually composed of many different independent people in the eyes of the government.

Schwab’s New Personal Value Chart Promotes the Worst Investing Habits
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Schwab’s presentation is designed to show a real time accounting of your portfolio’s value. It is not designed to report on your portfolio’s performance.

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.

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.

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?

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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