##### Easily Calculate the Fair Market Value (FMV) of a Security in Excel

With the help of Yahoo Finance and a one-cell formula, you barely need to do any work.

##### Marotta’s 2022 Gone-Fishing Portfolio Calculator

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

##### Marotta’s 2022 Vanguard Gone-Fishing Portfolio Calculator

We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

##### An Updated RMD Calculator (New Divisors for 2022)

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

##### VIDEO: Financial Calculator Tutorial for a 5-Year Loan Payment

In this video we are going to compute the first mortgage payment of the 5-year loan used in the article “How to Help Your Children Purchase a Home.”

##### VIDEO: Financial Calculator Tutorial for a 30-Year Mortgage Payment

In this video we are going to compute the first mortgage payment of the 30-year loan used in the article “How to Help Your Children Purchase a Home.”

##### Marotta’s 2021 Gone-Fishing Portfolio Calculator

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

##### Marotta’s 2021 Vanguard Gone-Fishing Portfolio Calculator

We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

##### How to Turn Monthly Returns Into an Average Annual Return in Excel

There are three clear options: future value schedule, a product array, or a large table.

You can make an “app” (really a shortcut) on your mobile device so you can quickly access all the resources on Marotta on Money. It takes less than a minute.

##### Marotta’s 2020 Gone-Fishing Portfolio Calculators for Schwab, Fidelity, eTrade, and TD Ameritrade

In 2019, several custodians switched to have no transaction fees for exchange-traded funds (ETFs).

##### Marotta’s 2020 Gone-Fishing Portfolio Calculator

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

##### Marotta’s 2020 Vanguard Gone-Fishing Portfolio Calculator

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

##### Marotta’s 2019 Gone-Fishing Portfolio Calculator

This gone fishing portfolio is our default portfolio which can be used at any custodian.

##### Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

##### Marotta’s 2019 Schwab Gone-Fishing Portfolio

We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

##### Marotta’s 2019 Fidelity Gone-Fishing Portfolio Calculator

We recommend this gone fishing portfolio for accounts hosted at Fidelity.

##### Marotta’s 2019 eTrade Gone-Fishing Portfolio Calculator

We recommend this gone fishing portfolio for accounts hosted at eTrade.

##### Marotta’s 2019 TD Ameritrade Gone-Fishing Portfolio Calculator

We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

##### Cost of Credit Card Debt Calculator

Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.

##### Using Math to Decide When to Realize Capital Gains

These are complex formulas, but they are valuable calculations that show that there is an expected increase of return which will justify selling even a highly appreciated asset.

##### One Method To Estimate Future Inflation Expectations

Predicting future inflation is difficult at best.

##### Marotta’s 2018 Fidelity Gone-Fishing Portfolio Calculator

We recommend this gone fishing portfolio for accounts hosted at Fidelity.

##### Marotta’s 2018 eTrade Gone-Fishing Portfolio Calculator

We recommend this gone fishing portfolio for accounts hosted at eTrade.

##### Marotta’s 2017 TD Ameritrade Gone-Fishing Portfolio Calculator

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

##### How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

##### Marotta’s 2017 Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016’s calculator.

##### Marotta’s 2017 Vanguard Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

##### Marotta’s 2017 Schwab Gone-Fishing Portfolio

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

##### Fund Analyzer Shows Value Of Lower Fees

Continually curating a list of low cost funds is valuable for long term investors.

##### Marotta’s 2016 UVA Fidelity 403(b) Calculator

Age appropriate asset allocation for 2016 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

##### Marotta’s 2016 UVA Fidelity 401(a) Plans Calculator

Age appropriate asset allocation for 2016 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

##### Marotta’s 2016 Vanguard Gone-Fishing Portfolio Calculator

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

##### Marotta’s 2016 Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

##### Marotta’s 2015 Vanguard Gone-Fishing Portfolio Calculator

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

##### Marotta’s 2015 Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

##### Marotta’s 2014 Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

##### Marotta’s 2014 UVA TIAA-CREF TDSP Calculator

Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s TIAA-CREF Tax Deferred Savings Plan (TDSP).

##### UVA Tax-Deferred Retirement Plan Asset Allocation Tools

We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.

##### Marotta’s 2014 UVA Fidelity 403(b) Calculator

Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

##### Marotta’s 2014 UVA Fidelity 401(a) Plans Calculator

Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

##### Marotta’s 2013 Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

##### Earned Income Tax Credit (EITC) Marriage Penalty of \$3,603

The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

##### Earned Income Tax Credit (EITC) Marriage Penalty of \$8,400

The worst marriage penalty is for couples earning between \$26,000 and \$60,000 who have three or more children.

##### Three Steps to Find a Missing 401(k) (\$ ?s)

Literally tens of thousands of employees who were once participants in an employer-sponsored retirement plan (i.e., 401(k) plan, profit-sharing plan) neglect to take their retirement money with them.