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All About Greg Vairo, CFP®
We are very pleased to announce that Greg Vairo is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
We Are Not Afraid. (A Reply to Recent Headlines)
There are strategies to achieve a better inner calm.
How to Upload a Secure Document to Marotta
We can receive documents to our secure ShareFile client portal.
Proposed RMD Rules: The Madness Continues
“And the now-20-year-old beneficiary who lost her father less than a year ago is supposed to navigate this mess on her own? No chance. This is madness.”
QCD Limitation Starts Inflation-Adjusting in 2024 (Secure 2.0)
Congress decided to inflation-adjust both the existing and the new split-entity qualified charitable distribution limitations.
#TBT Which Products Do You Buy and Which Do You Avoid?
We avoid investments we deem too risky or laden with fees and seek instead a well balanced, low-cost, diversified portfolio.
What is a Charitable Remainder Trust?
It is helpful to know that a charitable remainder trust exists, but most charitable intentions benefit more from a donor advised fund.
How to Avoid a Cashier’s Check Scam at Schwab
The Schwab Bank representative said that he was familiar with these types of scams and knew how to handle it.
#TBT The Optimum Asset Allocation to Gold Is Always Zero
Fearful of monetary or societal failure, many hope that owning gold will bring them peace of mind. This articles reminds us to get peace of mind a different way.
Fee-Only Is the Most Important Quality in Your Financial Planner
The reason can be explained through a simple analogy about an interior decorator.
#TBT Five Things You Can Control
You deserve an advisor who will help you with these five and more.
All About Megan Marotta Russell, CFP®, APMA®
I am pleased to announce that our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management is me!
How to Set Beneficiaries on Your HSA with Fidelity
Once you’ve open an HSA and have started making contributions, it is important that you set beneficiary designations on the account.
#TBT Testamentary Donor Advised Funds
Your executor will be grateful for an easier way to settle that part of your affairs.
What Counts As Income For Roth IRA Funding Purposes?
Roth IRAs can only be funded with earned income. Here is a guide to what the IRS considers to be earned income.