Articles

Long-Term Care insurance is too risky and too expensive. If you can self-insure, you will likely be better off.

My grandfather turns 95 this year. He is one of my role models and favorite people. What a joy to celebrate him.

Stopping to think through questions like these will likely help you make smarter decisions with your spending.

I have enjoyed rereading the journal of my maternal grandfather, Donald Mortlock. He started writing it on his 75th birthday.

We are very pleased to announce that Elias McQuade is our newest CFA® charterholder at Marotta Wealth Management!

The 25 lines of the Qualified Dividends and Capital Gain Tax Worksheet 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.

There are five ways that both you and the government could make charitable giving more significant.

I recently received the following paraphrased questions from a prospective client and here were my replies.

You as the business owner have until the tax-filing deadline to complete both your profit-sharing and elective deferral contributions.

The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

For better or for worse, you simply get to pick a name.

If your miss your initial enrollment eligibility window, then your premiums are hit with a late enrollment penalty.

At this time, Schwab has an extensive but limited list of forms which are eligible for electronic signature. As a part of our Paperwork Preparation bonus service, you can request that we send you paperwork using Schwab’s eSignature system when available.

This is a fairly easy way to receive a 5% reward for my gasoline purchases but it does require that you have a family member who served in the military.

Like many new features on Schwab’s website, they must be used responsibly to not create problems.