David John Marotta

President, CFP®, AIF®, AAMS®

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#TBT The Delirious Happiness of Free Market Choice
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This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

You Deserve More Than Investment Management and a Retirement Plan
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We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives for free on our blog, but we offer more services than that to our clients.

Energy Stocks Have Been Disappointing Recently (April 2020)
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Diversification means always having something to complain about. Recently, it has been energy.

Megan Russell

Chief Operating Officer

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#TBT The Delirious Happiness of Free Market Choice
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This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020)
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Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.

Yet Another Chance to Redistribute Your 2020 RMD
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Hopefully, this extension helps some take advantage of this welcome relief.

#TBT How to Be a Good Executor
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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?
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This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

Harvest Major Capital Losses Whenever You Have Them
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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

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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