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 Use An Efficient Frontier Graph
on October 6, 2020
with No Comments
While an efficient frontier graph cannot hand you a perfect asset allocation, it remains a useful tool in analyzing what the past can tell us about a wide variety of investments.
Marotta Family Saying: Hit by the Bus
on October 5, 2020
with No Comments
We pride ourselves on regularly and seamlessly offering our services regardless of who is working and who is taking time off.
Schwab Mobile App: A Review of More Features
on October 2, 2020
with No Comments
Whether you have held Schwab accounts for many years or are in the process of opening an account with Schwab for the first time, you may enjoy the smartphone app and the many convenient features it offers.
#TBT Marital Harmony with a Few His and Her Budgets
on October 1, 2020
with No Comments
Each spouse has different spending habits and values different things in life. It’s okay for your budget to reflect that.
How to Avoid Being Swindled By Elder Fraud
on September 29, 2020
with No Comments
As fiduciaries, we are on your side to ensure that your goals are met. Protecting you from elder fraud is just one of the many services we can offer as a part of comprehensive financial planning.
How to Cash Your Paper Treasury Bond
on September 28, 2020
with No Comments
Here is a guide for how to find out what your bond is worth, decide whether you should keep it until maturity or cash out early, and how to get money for your paper.
Our Answers to Paladin Registry’s 27-Question Interview
on September 25, 2020
with No Comments
Regardless of the usefulness of their questions or their website, I enjoy answering every set of advisor questions I find.
How to Create an iPad App of Your Favorite Websites
on September 24, 2020
with No Comments
You can make an “app” (really a shortcut) on your mobile device so you can quickly access all the resources on Marotta on Money. It takes less than a minute.
Social Security & Its 85th Birthday (2020)
on September 22, 2020
with No Comments
Every day, the government has the chance to free our children from this burden.
Can a College Drop-Out Reimburse for Expenses Out of a 529 Plan?
on September 21, 2020
with No Comments
Hopefully this simple guide helps you get started in the right direction for correcting these surprise excess distributions.
Vote Early Instead of Voting Absentee (Virginia)
on September 18, 2020
with No Comments
Voting early has the same process as voting in-person.
Surviving A Bear Attack in the Markets
on September 17, 2020
with No Comments
“No decent planner would ever create a plan that didn’t account for frequent market drops.”
Q&A: Can a 529 Reimburse for Last Year’s Expenses?
on September 15, 2020
with No Comments
Unfortunately, neither “yes” nor “no” is a correct answer to this question.
Schwab Mobile App: How to Set-Up or Use a MoneyLink
on September 14, 2020
with No Comments
The Schwab mobile app gives you the ability to establish a MoneyLink so that you can move funds between your bank or other external account and your Schwab account at any time directly from the app.
No, We Do Not Need a National Retirement System
on September 11, 2020
with No Comments
Rekenthaler’s proposed narrowing of choices to a one-size fits all national solution provides a poor substitution for our current choices.