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.
Hitting The Debt Ceiling Is Still Not The End Of The World
Spending, Debt and Deficit as a percentage of GDP continue to grow unchecked. What political process will ever stop them from bankrupting our country?
Wealth Inequality In America
The video “Wealth Inequality in America” is not only misleading, but the research methods of its underlying study are laughable.
Marotta’s 2014 UVA Fidelity 403(b) Calculator
Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).
Marotta’s 2014 UVA Fidelity 401(a) Plans Calculator
Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.
Newlywed Checklist: Name Change, Part 3
When a woman gets married she often changes her name. Once you’ve changed your name at the Social Security Administration, the DMV, your employer and employer benefits, and your passport, it’s time for the last few changes.
Rules For Selling Highly Appreciated Stock
Now that the Bush tax cuts have expired and Obamacare will add additional tax burdens, many people need to think twice before realizing a large gain on their investments.
2013 Capital Gains Tax Table
Here’s the tax table for the 2013 capital gains tax.
How to Calculate An Advisor’s Value
Planners can add the equivalent of a 1.82% annual arithmetic return to clients through five components.
Stupid Decisions Made During Government Shutdown
The government continued to pay for their website hosting and the domain name licensing but hid all of the data from Internet users.
Ban On Domestic Propaganda Overturned
Let’s spend $1.25 *billion* to enlist acceptance of Obamacare by young people.
Propaganda Blitz Scheduled for October 1
Requiring employers to deliver government propaganda is genius.
Newlywed Checklist: Name Change, Part 2
The DMV was my second stop in the name-change process because it makes subsequent name changes easier.
Financial Questions for the Serious Couple
Studies show that couples argue most about finances. Being on the same page about finances will allow you to enjoy a life that focuses on your needs and goals and will help you achieve them smartly.
Continuing QE Helps Housing; But For How Long?
When the Federal Reserve decided to maintain the $85 Billion monthly stimulus at their September policy meeting, they cited elevated mortgage rates as a top concern.
Importance of Accurate Compensation Disclosures For Consumers
You deserve a fee-only fiduciary standard of care.