Easily Calculate the Fair Market Value (FMV) of a Security in Excel
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With the help of Yahoo Finance and a one-cell formula, you barely need to do any work.

Marotta’s 2022 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2022 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

An Updated RMD Calculator (New Divisors for 2022)
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There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

VIDEO: Financial Calculator Tutorial for a 5-Year Loan Payment
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In this video we are going to compute the first mortgage payment of the 5-year loan used in the article “How to Help Your Children Purchase a Home.”

VIDEO: Financial Calculator Tutorial for a 30-Year Mortgage Payment
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In this video we are going to compute the first mortgage payment of the 30-year loan used in the article “How to Help Your Children Purchase a Home.”

Marotta’s 2021 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2021 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

How to Turn Monthly Returns Into an Average Annual Return in Excel
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There are three clear options: future value schedule, a product array, or a large table.

How to Create an iPad App of Your Favorite Websites
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You can make an “app” (really a shortcut) on your mobile device so you can quickly access all the resources on Marotta on Money. It takes less than a minute.

Marotta’s 2020 Gone-Fishing Portfolio Calculators for Schwab, Fidelity, eTrade, and TD Ameritrade
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In 2019, several custodians switched to have no transaction fees for exchange-traded funds (ETFs).

Marotta’s 2020 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2020 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2019 Gone-Fishing Portfolio Calculator
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This gone fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2019 Schwab Gone-Fishing Portfolio
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We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

Marotta’s 2019 Fidelity Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Fidelity.

Marotta’s 2019 eTrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at eTrade.

Marotta’s 2019 TD Ameritrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

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.

Using Math to Decide When to Realize Capital Gains
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These are complex formulas, but they are valuable calculations that show that there is an expected increase of return which will justify selling even a highly appreciated asset.

One Method To Estimate Future Inflation Expectations
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Predicting future inflation is difficult at best.

Marotta’s 2018 Fidelity Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Fidelity.

Marotta’s 2018 eTrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at eTrade.

Marotta’s 2018 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds.

Marotta’s 2017 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator
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There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

Marotta’s 2017 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016’s calculator.

Marotta’s 2017 Vanguard Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

Marotta’s 2017 Schwab Gone-Fishing Portfolio
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

Fund Analyzer Shows Value Of Lower Fees
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Continually curating a list of low cost funds is valuable for long term investors.

Marotta’s 2016 UVA Fidelity 403(b) Calculator
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Age appropriate asset allocation for 2016 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

Marotta’s 2016 UVA Fidelity 401(a) Plans Calculator
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Age appropriate asset allocation for 2016 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

Marotta’s 2016 Vanguard Gone-Fishing Portfolio Calculator
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If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

Marotta’s 2016 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2015 Vanguard Gone-Fishing Portfolio Calculator
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If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

Marotta’s 2015 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2014 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2014 UVA TIAA-CREF TDSP Calculator
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Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s TIAA-CREF Tax Deferred Savings Plan (TDSP).

UVA Tax-Deferred Retirement Plan Asset Allocation Tools
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We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.

Marotta’s 2014 UVA Fidelity 403(b) Calculator
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Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

Marotta’s 2014 UVA Fidelity 401(a) Plans Calculator
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Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

Marotta’s 2013 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Earned Income Tax Credit (EITC) Marriage Penalty of $3,603
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The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

Earned Income Tax Credit (EITC) Marriage Penalty of $8,400
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The worst marriage penalty is for couples earning between $26,000 and $60,000 who have three or more children.

Three Steps to Find a Missing 401(k) ($ ?s)
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Literally tens of thousands of employees who were once participants in an employer-sponsored retirement plan (i.e., 401(k) plan, profit-sharing plan) neglect to take their retirement money with them.

Marotta’s 2012 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

$ ?s: Don’t Let Your First Paycheck Go to Waste
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Q: I recently landed a job that will allow me to begin saving. My company offers a 401(k) and a 3% match, but I also have college debts of $15,000 and a credit card balance of $650. How do you recommend I proceed?

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