Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.
David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon.
Here are the limits for how much your employer can add to retirement accounts on your behalf.
David John Marotta was interviewed on WINA’s “Real Estate Matters” show with Michael Guthrie, talking about how it is still a good time to buy a house.
Knowing how much you can contribute to your retirement accounts is important.
David John Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing financial Christmas gifts.
Here’s a quick guide to the tax brackets and some other useful information for 2016.
The beauty of trusts is that they are very flexible, and an estate lawyer can help you craft a document that will follow your wishes and give you peace of mind.
October showed a sharp reversal of the movements of Resource Stocks.
David Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing some of the government’s broken promises
A swimmer takes one stroke at a time and yet makes great progress.
David John Marotta was interviewed on radio 1070 WINA discussing which retirement accounts you should fund for the best tax outcomes.
Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing market volatility.
While helping a family member out is noble, money often complicates the relationship.
An alternate look at the formula using the case study of Kate the Social worker who wants an MBA from Georgetown University.
I have outlined some steps to help you figure out how to pay down your debt and get back on track.
David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing Nevada’s universal school choice.
The terminology is a little confusing, but you are allowed to have and contribute to both individual retirement accounts and employment-related retirement accounts.
You have 3 basic options, but whichever option you choose, do not lose track of the accounts you own.
Despite the headlines, the global equity markets posted gains last quarter and for the year.
This is a visual summary of the process of getting out of debt.
You have laid a good foundation: you are out of debt (or out of bad debt) and you’re ready for a clean start. Commit to keeping your financial life that way.
Real life rarely goes according to plan. Set aside time periodically to assess your progress.
David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.
Now that you know where you are headed and the steps you want to take to get out of debt, it is time to take action!
To get out of debt, you need an emergency cushion, a budget, and a plan of attack.
Make a list of all your debt and figure out where your money is going every month.
Most people are comfortable with having some debt (like a mortgage, for example). But how much is too much?
David John Marotta and Megan Russell were interviewed on the radio discussing ways recent graduates can make themselves more attractive to employers in today’s tough job market.
David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing success, and how to structure your life for greater chances of success.
How do you know if you can contribute to a Roth IRA? See this flowchart for answers.
Each quarter brings a different set of returns for each asset class and subcategory.
You’ve been named the executor of a relative’s will – now what?
Often the needs and wants of the present take our attention at the expense of the future. You want a system that will prioritize saving without needing your constant attention.
It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.
You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?
What happens to my Facebook, Twitter, Wordpress, and other online accounts when I die? Could I decide?
Who do I choose to be the executor of my estate? What will their basic duties be?
Today’s question: What do I want to happen to my physical belongings and assets after my death?
Want the full list of tax tables? Here they are in one place for easy browsing.
Today’s question: What if something happens to me and I am not able to make decisions for myself?
David John Marotta and radio host Rob Schilling discuss what did well in the market as well as the online security of investments.
The tax tables have arrived! Here are some highlights to keep in mind for the 2015 tax year.
Freedom investing beat the EAFE Foreign index by 7.92% in 2014.
When asset classes are not correlated that means they often move in different directions.
Either of these funds would be a good choice for a one-fund investment if you really want to keep it simple, and you could invest in both of them if you want a two-fund strategy.
David John Marotta and Rob Schilling discussed the ways current policy makes college more unaffordable, and what students and parents can do about it.
Here are the returns for our six Asset Classes from November 2014.
Here are the returns for our six Asset Classes from August 2014 – October 2014.