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 Spend: Go To The Source
on July 20, 2021
with No Comments
Imagine how much you could save if you could cut all your expenses in half!
Q&A: Amount Paid in Non-Cash?
on July 19, 2021
with No Comments
I would recommend that you strive to pay your children $0 in non-cash compensation. Let them purchase their own rewards.
Should I Invest In The Harry Dent Sector Fund in Australia?
on July 16, 2021
with No Comments
We would suggest not listening to Dent’s commentary or investing in his fund.
#TBT Never Lend to Family Without a Contract
on July 15, 2021
with No Comments
This 2015 article reminds us how unspoken expectations can cause relational strife but a written contract can protect the relationship.
Systemic Barriers to Racial Diversity in Financial Planning
on July 13, 2021
with No Comments
All of these factors contribute to the low inclusion of people of color among those holding the CFP® certification.
Review: Bank of America Credit Card
on July 12, 2021
with No Comments
Recently, I signed up for the Bank of America Customized Cash Rewards credit card offering a $200 online cash rewards bonus and 3% cash back in the category of your choice.
Q&A: Can I Rollover Funds from My Spouse’s HSA?
on July 9, 2021
with No Comments
If you are married, instead of only opening and funding one HSA, you may benefit from splitting the contribution limit and funding both.
#TBT One Method To Estimate Future Inflation Expectations
on July 8, 2021
with No Comments
One method of crowd sourcing expectations about inflation is to look at the current differences between the maturity rates of a 5-Year Treasury Bond and a 5-Year Treasury Inflation-Indexed Bond.
Seven Elder Abuse Scams and How to Protect Yourself
on July 6, 2021
with No Comments
Here are the most common elder scams and how to prevent them.
Freedom Investing in Review (June 2021)
on July 5, 2021
with No Comments
This article is part of my series where I review how Freedom Investing performs for the quarter.
How to See Completed Trades on Schwab.com
on July 2, 2021
with No Comments
You can easily view the trades that have been placed in your Schwab account(s) online by following a few simple steps.
All About Libby Horbaly, CFP®
on June 29, 2021
with No Comments
We are very pleased to announce that Libby Horbaly is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
How to Use a Roth IRA for a Minor Child (Megan Russell on Financial Planning for Entrepreneurs Podcast)
on June 28, 2021
with No Comments
On Friday, May 14, 2021, Megan Russell was interviewed by Michael Morton of Financial Planning for Entrepreneurs podcast.
Case Study: Anthony Diaz Hid Within FINRA for 15 Years
on June 25, 2021
with No Comments
Anthony Diaz was convicted on seven counts of wire fraud and four counts of mail fraud for investing in illiquid assets.
#TBT Marotta’s Frequently Asked Questions
on June 24, 2021
with No Comments
When interviewing a new financial advisor, we believe there are at least ten important questions to ask. Then, just to be safe, we answered 32 frequently asked questions and welcome more.