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.
How to Self-Insure for Long-Term Care Health Expenses (2022)
on March 15, 2022
with No Comments
Saving for long-term care, if done early enough, is not too expensive and helps to protect yourself from this potential financial shock.
Study Helps Track Long-Term Care Cost Options
on March 11, 2022
with No Comments
We are very thankful that Genworth has released this information freely for everyone to use.
#TBT Qualified Dividends and Capital Gains Worksheet
on March 10, 2022
with No Comments
The 25 lines are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.
Do Large Roth Conversions Require Backdoor Roth Contributions? (2021)
on March 8, 2022
with No Comments
Luckily for Roth lovers like us, you don’t have to choose between Roth conversions or Roth contributions.
Can a Grandparent Employ Their Grandchild?
on March 4, 2022
with No Comments
While navigating the rules may be trickier, your child can still enjoy easy domestic employment even when someone else is the employer.
#TBT Do I Need to Pay Tax on This 1099-R?
on March 3, 2022
with No Comments
The given numbers on a 1099-R are insufficient to be able to fill out your tax return correctly. Knowledge of what was actually done is required in order to file your taxes accurately.
Q&A: What One-Fund Could a Twenty-Something Invest In?
on March 1, 2022
with No Comments
Any of these ETFs or mutual funds seem like they could be a good one-fund pick for the long haul.
How to Update Your Contact Information at Schwab
on February 25, 2022
with No Comments
You can easily update your contact information online through Schwab Alliance.
Changes to Our Technology, Mid Cap, & Small Cap Allocations (February 2022)
on February 22, 2022
with No Comments
A Technology correction may not happen, but moving more into Mid and Small Cap Value may help allocations even if it doesn’t.
U.S. Investing in Review (December 2021)
on February 21, 2022
with No Comments
We anticipated Consumer Staples to have a lower expected return but a larger risk-adjusted return and we expected Biotechnology to have very volatile returns with lower correlations to the other sectors. Both of those things happened in 2021.
Few Spaces Left in Marotta’s Online Class (Thursdays in March 2022)
on February 18, 2022
with No Comments
The class will be held virtually on Zoom each Thursday from noon to 1:00 PM EST between March 10 and March 31, 2022.
Radio: A Review of Freedom in the United States (2022)
on February 17, 2022
with No Comments
On Tuesday, February 8, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about “The Failure of Government.”
Is a SEP-IRA or Solo-401(k) Better?
on February 15, 2022
with No Comments
A SEP-IRA can be opened any time before you file your tax return and you can make prior-year contributions at that time. In contrast, a solo-401(k) must be opened and contributed to before the year end to count for that tax year.
Where Should an Individual Investor Open Accounts? (2022)
on February 11, 2022
with No Comments
It is better to begin somewhere than not start at all.
#TBT How to Report a Backdoor Roth or Nondeductible Contribution on Your Tax Return
on February 10, 2022
with No Comments
This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.