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Our Articles

Who Should Own My Child’s 529 Account to Assist the FAFSA?
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With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

Can I Deduct a 529 Contribution to an Account I Don’t Own?
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Unfortunately, the answer is that you cannot. The 529 account owner receives any state tax deductions for contributions make to their account.

We Added 2 New U.S. Stock Sectors to Our Allocations
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We decided to add two new sectors after generating several hundred efficient frontier graphs of various United States classifications, industries, and sectors over a variety of time periods.

What About The Traditional 60/40 Portfolio?
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In our age-appropriate asset allocation models, we don’t recommend a 60/40 portfolio until you are between age 80 and 87.

How to Claim Your Virginia State Tax 529 Contribution Deduction
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Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.

Radio: How COVID-19 Changed Real Estate
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City real estate will be a little less expensive and suburbs and the countryside will be a little more expensive.

How to Self-Insure for Long-Term Care Health Expenses
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If you save this target, your assets have a better chance of seeing you all the way to the end.

Risk-Return Analysis of Freedom Investing
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In this article, I am reviewing the quantitative measurements and performance metrics of Freedom Investing to see how its risk and return compare to the EAFE Index, its benchmark.

Schwab Mobile App: Transfer Money Between Accounts
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The Schwab mobile app gives you the ability to transfer money between your accounts at Schwab within moments.

Radio: David John Marotta On ‘Real Estate Matters’ with Michael Guthrie
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On November 16, 2019, David John Marotta appeared on “Real Estate Matters” with Michael Guthrie.

Stay Invested After Volatile Quarters
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This data shows that there is no historical justification for selling to cash during volatile market movements.

How to Designate Your Donor Advised Fund as a Beneficiary of Your IRA
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You may or may not want to leave anything to your favorite charity. However, if you do, there are often advantages to using a Donor Advised Fund over designating the charity directly.

How to Move Cash Between Your Schwab Accounts
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Charles Schwab provides many convenient features for managing your accounts online. One of those features allows you to move cash between your Schwab accounts with just a few clicks.

Comparison Charts Are Meaningless
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They vary in the slope, depth, and duration of the downturn.

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