Articles

Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.

A Pledged Asset Line of Credit (PAL) is a line of credit that allows you to borrow against the non-retirement assets in your portfolio without having to liquidate your investments.

In retrospect, it is clear that it was a good time to rebalance your portfolio, selling some of the bonds that you were so glad you had and buying more of the very stocks you were so worried about.

For long-term portfolio design, valuation matters more than yield.

This 2001 post from George Marotta reminds us that “If prices are determined by the market place, there is never a ‘shortage’ of anything. There is an excess of demand because energy prices are too low.”

Financial shocks are experienced throughout life. They do not end when one retires. Sudden, unexpected, large expenses are a part of life and should be taken into account during retirement planning.

The given numbers on a 1099-R are insufficient to be able to fill out your tax return correctly. Knowledge of what was actually done is required in order to file your taxes accurately.

In this article, we have designed a standard guide to creating your savings waterfall.

This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.

After you have opened your account, there are many methods of withdrawing or distributing from your Charles Schwab account.

Following this guide, you should be able to easily download any account documents you want.

This guide is to help you locate your annual year end statement in order to gather the total amount contributed to your 529 account(s) for the applicable tax year.

Financial planning can be romantic. As this 2011 article reminds us, “nothing is more romantic than planning how to realize your shared hopes and dreams for the future.”

As of 2021, here is an overview of how the states and jurisdictions handle interest on certain U.S. government obligations.

Our first article posted online is a wonder to behold. This 1998 beauty is written by George Marotta, founder of Marotta Money Management. In the article, he reminds us that, “Anyone of us could design a better system, but 500 congress people cannot resist the pressure groups who want to twist the code to benefit their particular constituencies.” Decades old, this post still rings true today.