Articles

While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

Many people don’t understand how fixed income is priced, so let me take you through the math.

Now that these accounts are open at Charles Schwab, Marotta Wealth Management can manage and invest Health Savings Brokerage Accounts.

“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.

For babies born in 2023, here are the amounts that should be saved starting at birth to cover four years of college expenses at age 18.

This quarter, we saw that in 1-year returns ending September 30, 2023, Developed Freedom Investing had a -4.77% disadvantage, Emerging Market Freedom Investing had a +3.89% advantage, and Overall Freedom Investing had a -1.63% disadvantage.

Return reporting can create either darker or rosier pictures depending on the dates selected.

We are very pleased to announce that Jacob Massanopoli is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

My grandfather turns 97 this year. While not often celebrated or recorded in history, my grandfather played an important supporting role to many important events.

Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

Within employer-sponsored retirement plans, there are special provisions for employees (not owners) who continue to work beyond their typical required beginning date.

This new rule says that the account owner can distribute funds from a 529 plan directly to the designated beneficiary’s Roth IRA and have the rollover “be treated in the same manner as the earnings and contributions of a Roth IRA” (meaning no taxation).

This series of articles covers some of the most common investing mistakes and how to avoid them.

We are very pleased to announce that Greg Vairo is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

There are strategies to achieve a better inner calm.