Articles

If closing an account at Schwab is in line with your goals, take comfort in knowing that you are able to close your accounts at Schwab without losing access to your important documents.

We have written on the topic of healthcare reform multiple times, including our 2014 economics of healthcare series which culminates in this article.

This lie was PolitiFact’s 2013 lie of the year, but we dub it the lie of the century.

Twelve-month inflation for all items ending in September 2023 has been 4.1%, so the 2024 contribution limits increased significantly but less than last year.

While most states do not have their own estate or inheritance taxes, some states do and often their exemption is lower than the federal one.

The fact that markets are down isn’t a good reason by itself to fire your advisor, but there are reasons to switch financial advisors related to performance.

It sounds broad and easy to use, but it is actually very specific and uncommon.

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!