Articles

Here are the most common elder scams and how to prevent them.

This article is part of my series where I review how Freedom Investing performs for the quarter.

You can easily view the trades that have been placed in your Schwab account(s) online by following a few simple steps.

We are very pleased to announce that Libby Horbaly is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

On Friday, May 14, 2021, Megan Russell was interviewed by Michael Morton of Financial Planning for Entrepreneurs podcast.

Anthony Diaz was convicted on seven counts of wire fraud and four counts of mail fraud for investing in illiquid assets.

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.

Cyber security gravitates toward the low-hanging fruit of novice users. Even taking a few steps can greatly protect your accounts.

To help you get a good financial start as parents, here’s a financial checklist for new parents.

In Publication 590B, the IRS gives an example to demonstrate how Roth distribution ordering works.

The addition of stable investments can help dampen the risk and increase the chances of meeting your spending goals.

The culture of many commission-based firms makes it a poor environment both for employees and clients. Don’t take a chance with your retirement.

The 2021 tax credit is worth $3,600 for children under age 6 and $3,000 for those under age 18. These rules apply to tax year 2021 only.

In Publication 590B, the IRS gives an example to demonstrate how Roth contribution basis works in a Roth IRA.

This 2016 article reminds us that, “Unless you are certain that are going to die young, there is no good reason to risk starting Social Security at age 62.”