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.
Charles Schwab: How to Order More Checks or Deposit Slips
on September 22, 2018
with No Comments
With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free.
Gain Clarity with Schwab’s Account Nicknames
on September 21, 2018
with No Comments
Adding nicknames such as these can help immensely when it comes time to do basic tasks such as Roth IRA funding or withdrawing funds.
How to Show Your IRA on Your Spouse’s Schwab Login
on September 20, 2018
with No Comments
By default, your Schwab login will only display your own accounts.
The Tax Treatment Of Bitcoin And Other Cryptocurrencies
on September 18, 2018
with No Comments
For a currency intended to make money simple and easy, IRS regulations make it a nightmare of compliance issues.
Transfer an Existing Account to a Schwab Account with Marotta Wealth Management
on September 17, 2018
with No Comments
There are two ways to transfer your account to a Schwab Institutional Intelligent Portfolios with Marotta Wealth Management.
Move Funds Between Your Bank Account and Your Schwab Account
on September 14, 2018
with No Comments
In order to move funds between a non-Schwab account (external account) and your Schwab account, you simply need to establish what is called a MoneyLink.
No One Will Loan You Money For Retirement
on September 11, 2018
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If you have to choose between your retirement or your children’s college savings, choose your retirement.
Why Do People Hate Immediate Annuities?
on September 10, 2018
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If you are one of those consumers for whom the word “annuity” is enough to make them tune out a sales presentation, congratulations! You have have probably correctly understood the real challenges these products face.
Be Wary Of Sponsored Content
on September 7, 2018
with No Comments
As you read other financial advice sites, be wary of the sponsored content.
Useless Articles Abound On The Internet
on September 6, 2018
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It will help you in life if you can learn to distinguish between content with ulterior motives and real financial planning wisdom.
Should My Portfolio Asset Allocation Include Emerging Markets?
on September 4, 2018
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A blended portfolio can perform better even as some of its components under perform due to the rebalancing bonus.
State Tax Credits Are Becoming Less Valuable
on September 3, 2018
with No Comments
New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.
Investing Mistake: Reacting To The Media
on August 31, 2018
with No Comments
There is very little news that helps us reach our life goals or impacts our lives in a positive way.
Radio: Freedom of Speech in 2018
on August 30, 2018
with No Comments
On Tuesday, August 14, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the right to the freedom of speech in 2018.
Q&A: Have You Ever Been Publicly Disciplined for Any Unlawful or Unethical Actions in Your Career?
on August 28, 2018
with No Comments
We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.