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Our Articles

Age-Based Benchmarks for 529 College Savings (2014)
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A quick chart of Age-Based Benchmarks for 529 College Savings.

How Long Should I Keep Financial and Tax Records?
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Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

Lifetime Exclusion From Gift Or Estate Taxes
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When you die, your assets and belongings–called your “estate”–are subject to taxation, but the there is an amount under which the executor of your estate will not have to pay taxes.

The Importance Of The Investment Policy Statement
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Adherence to the fiduciary standard is all about process.

Active Management Has An 82% Failure Rate
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Managing investment assets requires managing investor expectations.

Sensational Headlines Capture Nation’s Attention
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In addition to learning how a viral story can get many of the facts wrong, another more important lesson can be learned from this experience.

Media Storm Surrounding Marotta Advice
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Recently we had one of our blogs posts go viral and capture the attention of the national news.

Annual Exclusion From Gift Taxes
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There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.

Chronicles of Aria Prime, Episode One by AJ Reissig
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The adventure begins as a tale of interstellar travel, but quickly morphs into a space opera and post-apocalyptic survival story.

Marotta Featured in Advisors’ Top 10 Investment Ideas for 2014
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Economic Freedom is a good investing strategy.

How To Prepare For The “Coming Financial Apocalypse”
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You should be just as prepared for the possibility that the world as we know it is not ending.

Is It Really Time To Get Out Of The City?
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Should I fear panicked looting and riots when the food distribution fails?

Happy Holidays 2013
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Happy Holidays from the team at Marotta Wealth Management, Inc.

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