David John Marotta

President, CFP®, AIF®, AAMS®

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How To Set Beneficiary Designations At RiversEdge
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Designating your beneficiaries is an important step in setting up and managing your retirement plan account.

Many Websites Are Merely Side Hustles
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Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.

Avoid Identity Theft By Using Different Random Passwords On Each Website
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Here are some of the best practices to protect your identity.

Megan Russell

Chief Operating Officer

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Q&A: Can I Reimburse More Than My Actual Room and Board Expenses From My 529 Plan?
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Every school sets a budget or allowance for room and board, referred to as the cost of attendance. Are you allowed to reimburse yourself for the entire amount of Room and Board even if you did not spend that much?

Avoid the Christian Financial Planners Directory
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I cannot imagine any consumer who, if they understood how such a select list of advisers was actually compiled, would use this list. Why limit yourself only to firms willing to pay a referral service to endorse them?

Q&A: How Do I Use a 529 to Reimburse for Housing at a School Abroad?
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The first step to answering this question is to check that the school you want to attend is an eligible educational institution.

2019 Second Quarter And Year-To-Date Returns For Our 6 Asset Classes
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During 2019, the U.S. Stock Market generally rose during the four quarters from the lows set by the Almost Bear Market of 2018.

2019 Tax Facts
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Here is a cheat sheet with information about the 2019 tax brackets and contribution limits that should help as you do your tax planning for the year.

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.

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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