We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.

Subscribe to receive our weekly newsletter.


Our Articles

Sage Advice After Stock Market Drop
with No Comments

When the market drops, resist the impulse to “do something.”

Can I Contribute To A Roth IRA If I Don’t Have A Job?
with No Comments

You can only contribute to your Roth IRA if you have what the IRS calls “earned” income. This makes it all the more important to contribute to your Roth IRA every year you can.

How Frequently Should I Redo My Estate Plan?
with No Comments

Here are the most common reasons that your plan might need to be updated or revised and what to do about them.

Artist Interview with Malcolm Hughes
with No Comments

Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!

Donald Trump’s Tax Plan
with No Comments

Tax season under Trump’s plan would likely be just as complicated but slightly less painful.

How Much Can I Contribute To A Roth IRA If I Earn Too Much?
with No Comments

I’m on the borderline for being able to contribute to a Roth IRA. How do I determine how much I can contribute?

How To Correct Excess Roth IRA Contributions
with No Comments

Regardless of the reason, if you have put too much money in your Roth IRA, the solution is the same.

Can I Contribute To My Wife’s Roth IRA?
with No Comments

I have earned income but my wife does not. Can I contribute to my wife’s Roth IRA?

U.S. Growth Stocks Stand Their Ground in 2015
with No Comments

This year, almost every U.S. asset class is in the red except for growth stocks. When the market is throwing punches, you need a tactical defense.

How to Help Clients Cope With Scary Markets
with No Comments

Staying the course when an index investment is down is very uncomfortable in the short-term but usually the best course of action in the long run.

What is a Backdoor Roth?
with No Comments

Even over the income threshold, you may still be able to add funds to your Roth IRA with what is called a backdoor Roth.

Mailbag: Roth IRA vs. Roth 401(k), Which is Better?
with No Comments

Differing legislation makes one of the two preferable.

Mailbag: Can I Use My IRA As Collateral?
with No Comments

There is a complex way, but we don’t recommend the strategy.

Advisors Save Clients From Costly Mistakes By Social Security Workers
with No Comments

Those costly mistakes are a fifth of a million dollars in most cases.

When Should You Stop Funding Your HSA?
with No Comments

You’ve opened your HSA and funded it for several years. When should you stop funding it?

1 98 99 100 101 102 103 104 211

Like what you read? Subscribe to our newsletter!