David John Marotta

President, CFP®, AIF®, AAMS®

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How to Avoid Scams
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It is difficult to know which sites to trust, but it is easy to know that someone is violating one of the eight safeguarding your money standards or can’t answer the ten questions to ask a financial advisor.

#TBT Is My House an Investment?
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For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.

Should I Pay Off My Mortgage?
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Even if the world was ending, I still want to have a mortgage.

Megan Russell

Chief Operating Officer, APMA®

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Video: The Value of Systematic Roth Conversions
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In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.

#TBT How to Claim Your Virginia State Tax 529 Contribution Deduction
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Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.

How to Implement The Automatic Millionaire Technique at Schwab
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By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.

How to Find Your Cash Balances on Schwab.com
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You can easily view the current available cash balance of your Schwab accounts online.

How to View Realized Capital Gains and Losses on Schwab.com
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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?
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We have an almost secret code behind the images we select.

#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.

2020 in Review
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Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.

#TBT A Year of Financially Healthy Habits
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Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.

Courtney Fraser

Wealth Manager, CFP®

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How to Help Your Children Purchase a Home
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Here are some options for helping your child purchase their first home.

#TBT Three Strategies to Avoid Private Mortgage Insurance
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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
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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.

Elizabeth Brew

Financial Analyst, CFP®

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Who Should Own My Child’s 529 Account to Assist the FAFSA?
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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?
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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?
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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.

 

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