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.
Q&A: Can I Amend My Estate Plan by Hand?
on April 25, 2019
with No Comments
When it comes to legal, if your attorney is allowed to make the edit, you are allowed to make the edit.
Fund Your Child’s Roth with Chore Income
on April 23, 2019
with No Comments
There are many opportunities to pay your children. If that payment can be counted as earned income, then the child is eligible to fund their Roth IRA.
Becoming an Informed Consumer of Investment Media
on April 22, 2019
with No Comments
Evaluate the source. Question the melodrama. Examine the tone. Consider the motive. Check the facts.
Radio: Success and Significance in Retirement
on April 19, 2019
with No Comments
On Tuesday, April 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to achieve success and significance in retirement by both adequately savings for retirement and finding fulfillment during that period of your life.
Cloth Diapers: A Lesson in Investing
on April 18, 2019
with No Comments
This isn’t the kind of article you think it is. My daughter wore disposable diapers.
Tax Freedom Day Arrives on April 16th, 2019
on April 16, 2019
with No Comments
Without taxes, you could leave work at 2:41pm every day.
Q&A: Can I Do Backdoor Roth and an IRA Rollover In the Same Year?
on April 15, 2019
with No Comments
This person has no IRA balance, but is about to get one with an IRA Rollover. So the question is one of timing: can they do the IRA Rollover after the nondeductible contribution has already been converted so that their cream and coffee never mix?
Seventy-Nine Advisers Admit to Breach of Fiduciary Duty
on April 12, 2019
with No Comments
SEC announced that 79 investment adviser firms will return more than $125 million to clients after self-reporting violations of the Advisers Act.
Know Your Fund Expense Ratios
on April 11, 2019
with No Comments
The expense ratio charged by your funds matters more than you may realize.
Disclosures Are Not Sufficient To Fulfill The Fiduciary Duty
on April 9, 2019
with No Comments
Disclosures are always necessary but rarely sufficient to fulfill fiduciary obligations.
Getting Started as an Executor
on April 8, 2019
with No Comments
This is intended to be a brief overview of what you should do once you realize you are overseeing an estate.
Contribute As Much As You Can to a 457 Plan
on April 5, 2019
with No Comments
If your employer offers a 457 plan, consider taking advantage of the ability to shelter more money each year from taxes in a Roth account.
Radio: Checklist for Reviewing Your Tax Return
on April 4, 2019
with No Comments
On Tuesday, March 12, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to do your own tax review.
Q&A: What is the Average Real Return of the Stock Market?
on April 2, 2019
with No Comments
The real return of the stock market going forward is often debated.
Q&A: Can I Turn My Real Estate Income Into a REIT to Get the QBI Deduction?
on April 1, 2019
with No Comments
You are allowed to deduct “up to 20 percent of their combined qualified real estate investment trust (REIT) dividends,” and this deduction is unlimited. So it begs the question: Is there a way I can deduct my normal real estate income?