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.
Mailbag: Roth IRA vs. Roth 401(k), Which is Better?
on September 25, 2015
with No Comments
Differing legislation makes one of the two preferable.
Mailbag: Can I Use My IRA As Collateral?
on September 23, 2015
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
on September 22, 2015
with No Comments
Those costly mistakes are a fifth of a million dollars in most cases.
When Should You Stop Funding Your HSA?
on September 20, 2015
with No Comments
You’ve opened your HSA and funded it for several years. When should you stop funding it?
Radio Interview: How Volatile Are the Markets?
on September 18, 2015
with No Comments
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing market volatility.
Medicare High-Income Premium Surcharges – 2015
on September 16, 2015
with No Comments
These premium surcharges are typically unavoidable except for some planning a Roth Conversion.
Five Good Reasons to Hire a Financial Advisor and Two Bad Ones
on September 15, 2015
with No Comments
The job of a financial advisor is to do what you would do if you had the time and expertise.
How to Avoid a Down Payment on a Mortgage
on September 13, 2015
with No Comments
If you prefer to keep your down payment money invested in the markets for longer, there are two alternatives.
Never Lend to Family Without a Contract
on September 11, 2015
with No Comments
While helping a family member out is noble, money often complicates the relationship.
Mailbag: Marco Rubio and Mike Lee’s Tax Plan
on September 9, 2015
with No Comments
Is each dollar value the average for that category or is it really the average for a family with $88,871 in annual income?
How To Protect Yourself From Investment Rip Offs
on September 8, 2015
with No Comments
Six ideas to make sure you aren’t falling victim to commission-based products and services.
How to Keep Your Identity Safe Online
on September 6, 2015
with No Comments
Here are some rules for handling your digital security.
Infographic: Is Grad School a Good Investment?
on September 4, 2015
with No Comments
An alternate look at the formula using the case study of Kate the Social worker who wants an MBA from Georgetown University.
Financial Advisors’ New Patron Saint Just Cut From the Detroit Lions
on September 2, 2015
with No Comments
When Ryan Broyles scored a $3.6 million dollar contract after being drafted in the first round he did something quite rare – he sought as much advice as he could find.
How Much Can I Contribute To My SEP IRA?
on September 1, 2015
with No Comments
The calculations for this are a little strange. Here is the formula and two examples of how it works to help you.