While the funds owned by your Donor-Advised Fund are no longer yours, there is some estate planning that can be done with your account.

Here is a reference chart with 2025 income tax rates, capital gains rates, and more.

Thankfully, the IRS does not care what specific day you were born on, only which year.

Depending on how you initiated the lump sum rollover, you may be in luck.

Married (or once married) taxpayers have several Social Security benefit options.

Step one to the Social Security Analysis is obtaining the necessary information.

Once you set up your new login, the next time you return to Social Security, you can login using the “Sign in with LOGIN.GOV” button instead and your new credentials.

We have attempted in this article to provide generic guidance on the topic of calculating your own safe spending rate.

You can distribute any amount of money to the account owner for any reason, but only distributions which are reimbursing for qualified education expenses are tax and penalty free.

You can distribute any amount of money to the designated beneficiary for any reason, but only distributions which are reimbursing for qualified education expenses are tax and penalty free.

If you are curious about how the online process works for distributing funds from your College America 529 plan, this article is for you.

Any qualified education expense for the benefit of the designated beneficiary which is paid to an eligible educational institution can be paid from the 529 plan directly.

Even though there is some political and tax uncertainty this year, our funding priorities remain nearly identical to last year on purpose.

I was surprised that Charles Schwab’s High Yield Investor Checking account was the only named recommended checking account.

These are the seven rules to using a credit card safely.

Now that we’ve been parents for a few months, I can confidently say all of these items vastly improved our journey into parenthood.

By adding a little complexity and blending a portfolio of VTI and VXUS, you create the opportunity for three layers of benefits.

There is an artistry to a bond allocation, and while historical analysis can only be suggestive, it does tell a strong narrative.

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.

While there can be a lot of uncertainty, the conclusion is normally anticlimactic.

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

Here you can find our article series detailing how and why you should fund a custodial Roth IRA for your children.

In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.

In 2009, David Marotta wrote a five-part article series for the Charlottesville Business Journal covering basic investment strategies. Its advice is still relevant today.

It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.

How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

An investment manager who is “at times a soft socialist” like Voss will be more likely to engage in active management, market timing, and gambling on individual stocks.