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No Tax Benefit to Gifting Capital Losses
Gifting depreciated stock is more complex and never to anyone’s advantage.
FAILING to AVOID This Could RUIN your Financial Plan
If this title attracted your attention, you may be prone to viewing clickbait.
Virginia Real Estate Tax Relief For the Elderly and Disabled By City and County
Each governing body in Virginia has their own rules and eligibility requirements.
What Is A Mutual Fund Share Class Exchange?
Share class exchanges can create small savings for investors who have found themselves invested in the wrong share class. However, it is better to buy the lower cost funds in the first place.
#TBT Newlywed To Do List
This 2014 article offers a practical, timeless list of steps to consider after you join your lives together.
What Is An Asset, A Liability, And An Investment?
Knowing the difference between these categories helps you to use them appropriately.
New Proposals Offer Insight into Republican’s Tax Agenda
We’ll have to wait and see what they really mean by these lofty goals.
#TBT Seven Financial Rules For Marital Bliss
An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. See if this 2006 article can help make finances a place of union rather than separation.
I’m Young. Should I Withdraw from My Roth IRA?
Contributing to a Roth IRA, even though you know you will withdraw it before retirement, is a sound financial strategy.
How To Find the Original Purchase Date of Holdings on Schwab.com
Sometimes you may want to check on the original purchase dates of the holdings in your accounts during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that.
#TBT How to Spend: Add It To Your Wishlist
A wishlist is a force of thrift both for you to defer your consumption and for your family and friends to ensure that all the value of their gift makes it to your heart.
Your Advisor’s Personal Trading Practices Always Matter
Websites such as investor.com are useful, but not as useful as you might hope.
Radio: Best Practices For Using Credit Cards
On Tuesday, April 11, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about best practices for using credit cards.
#TBT Remembering June 5, 2013
There is an illusion that the executive branch will handle the collection of all our data with respect and care. I hope that current times can shatter that illusion for you.
Access $1,500 Per Child for K-12 Students in Virginia
These grants are called “K-12 Learning Acceleration Grants” and must be used to pay for “qualifying education services.”