Articles

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.

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.

This five-part series on “How to Get Out of Debt” will try to address the concerns of those who have debt problems.

We think keeping expenses low is an important part of the investing process.

If you jointly decide and execute your charitable giving, then it makes sense to have both partners listed as account holders on the Donor Advised Fund. However, if you have separate charitable intentions and budgets, you can easily set up two different donor advised funds, one for each spouse to use and direct.

In this video we are going to compute the first mortgage payment of the 5-year loan used in the article “How to Help Your Children Purchase a Home.”

Although emotions do mature with age, many of the things that upset toddlers upset adults too, we just hide it better.