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.
A Market of Stocks Rather Than A Stock Market
on October 20, 2020
with No Comments
Individual sectors of the economy have reacted very differently to the pandemic.
How to Inherit a Roth IRA Outright From a Trust at Schwab
on October 19, 2020
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Beneficiary designations directly to your heirs are a cleaner estate planning solution.
The Most Tax-Efficient Method of Leaving Assets to Charity in Your Estate
on October 16, 2020
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If you have a charity among your heirs, there is the possibility for tax savings.
Using Complex Beneficiary Designations to Give Your Heirs Flexibility
on October 13, 2020
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Not every custodian is willing to accept the complexity, but I am grateful that Schwab is.
How To Spend: Keep a Price Book
on October 12, 2020
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Who can remember every purchase you made? But remembering is how to keep your purchases reasonable.
Avoid UBS Group As Your Financial Advisor
on October 9, 2020
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Consumers often presume that an advisor associated with a large commission-based brokerage firm will have a team of managers supervising their advisor. This is a misconception.
How to Use An Efficient Frontier Graph
on October 6, 2020
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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
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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
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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
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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
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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
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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
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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
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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
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Every day, the government has the chance to free our children from this burden.