Articles

George Marotta reminds us in this 2002 article, “Each person can best help society by developing his or her talents to the fullest. In the process, some will earn very large incomes, but that’s OK.”

The CFP Board is compensation neutral, but it is only because of how they are paid.

When a 529 plan is set up, there are two important people associated with the account. The first is the account owner. The second is the beneficiary. Both can be changed.

This simple example demonstrates the importance of expense ratio.

Roth IRAs have one weakness, but the remedy is to have opened and funded your Roth more than 5 years ago. So do it today!

Biden’s state of the union address makes clear who he wants to tax.

With many of us saddled in student loan debt well into our late thirties, our retirement cannot wait for us to be debt free. This 2016 rewrite of a 2007 article teaches you how to get started with savings while repaying your loans.

We recently had a client fall prey to a sophisticated Schwab Bank scam. They gave us permission to share this fraud story with you to hopefully prevent others from being scammed.

Alas, there is only one thing we can do to help dictate which kind of tax system we face and that is vote.

For our standard gone-fishing portfolio, we made two changes.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

Last year, our 2023 Marotta’s Gone-Fishing Portfolio was a recommendation of 12 stock investments. This article is to report on the 2023 performance of those twelve stocks.

In 2003, David stopped to rescue a snapping turtle from 250 West. Even now, the financial planning lessons from that turtle are still sage advice.

Once you have calculated the funding requirements for your college savings goals, there are three strategies for funding the accounts.