David John Marotta

President, CFP®, AIF®, AAMS®

Read More

Radio: The Haunting of Bob Cratchit
with No Comments

On Tuesday, December 15, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to talk about his newly co-authored book, “The Haunting of Bob Cratchit.”

#TBT The Happy Habits of Appreciation and Gratitude
with No Comments

This 2016 article reminds us that “there is a very simple place to start the process of changing our destiny: Each day notice the things that make you happy and try experiencing more of them.”

#TBT Keep Christmas Your Own Way
with No Comments

In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.

Megan Russell

Chief Operating Officer, APMA®

Read More

Q&A: Can I Fund My HSA with Appreciated Stock?
with No Comments

Sadly, the IRS is very clear about this; contributions must be cash.

#BestOf2020 Should I Pull Out of the Stock Market Now?
with No Comments

A timeless question with a consistent answer, this article helps you determine if your asset allocation is appropriate enough that you should continue to stay the course.

SRI Equivocates on The Word ‘Invest’
with No Comments

Instead of changing your investment strategy, you should focus on changing your spending habits and charitable giving to help further the social good you want in the world.

How to View Realized Capital Gains and Losses on Schwab.com
with No Comments

Sometimes you may want to check in on your current running total of net capital gains during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that.

Q&A: Why Do You Pick Such Weird Images for Your Articles?
with No Comments

We have an almost secret code behind the images we select.

Schwab Mobile App: A Review of More Features
with No Comments

Whether you have held Schwab accounts for many years or are in the process of opening an account with Schwab for the first time, you may enjoy the smartphone app and the many convenient features it offers.

#TBT A Year of Financially Healthy Habits
with No Comments

Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.

#TBT How to Be a Good Executor
with No Comments

If a friend recently asked you if you’re willing to be written into their will as an executor to their estate, this 2015 article will give you some food for thought before you reply.

#TBT How Do You Value a Gift of Stock for Taxes?
with No Comments

This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

Courtney Fraser

Wealth Manager, CFP®

Read More

How to Help Your Children Purchase a Home
with No Comments

Here are some options for helping your child purchase their first home.

#TBT Three Strategies to Avoid Private Mortgage Insurance
with No Comments

Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.

A Quick Strategy for Analyzing Whether You Should Rent or Sell
with No Comments

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.

Elizabeth Brew

Financial Analyst, CFP®

Read More

Who Should Own My Child’s 529 Account to Assist the FAFSA?
with No Comments

With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

What Happens to Your College Savings Plan When You Receive a Scholarship?
with No Comments

What will happen to all the money I have saved for her college expenses now that she doesn’t need it?

#BestOf2019 – Q&A: Can I Use 529 Funds for Off-Campus Housing?
with No Comments

Elizabeth has written one post so far, and it was the most popular post of 2019. With over 12K views, this clear descriptions of the housing reimbursement rules has helped a lot of people.

 

Like what you read? Subscribe to our newsletter!