David John Marotta

President, CFP®, AIF®, AAMS®

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How To Spend: Use Only Just Enough
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Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.

Looking Backward On Socialism: No Such Thing As Self-Sufficiency
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One common socialist assumption is that government collectivism is so essential for success that there is no such thing as self-sufficiency.

The Monetary Benefit of Delaying Retirement
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Continuing to work for five more years could increase your retirement standard of living by as much as 50%.

Megan Russell

Chief Operating Officer

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2020 Contribution Limits
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This year was a good year for Roth loving folks like us.

How To Spend: Use Only Just Enough
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Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.

Gift Ideas for Your Grandchildren: 2-Year-Olds
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As the proud mother of a now three-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

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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