In this video we are going to compute the first mortgage payment of the 5-year loan used in the article “How to Help Your Children Purchase a Home.”
In this video we are going to compute the first mortgage payment of the 30-year loan used in the article “How to Help Your Children Purchase a Home.”
In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.
On Monday, October 26, 2020, Megan Russell was interviewed by Sunny Burns and Sunmarie Burns of the FamVestor podcast.
Dimensional’s analysis found that top funds do not repeat.
It is important to remaining disciplined during volatile markets.
Don’t let someone else live the life you’re saving for, but also don’t rely on Investor.Gov to protect your money.
The story of Liberty Farm’s struggle to survive the regulatory attack by Fauquier County government.
Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!
A short documentary film showing how the media thrives on misleading headlines.
This video discusses Neighborhood Assistance Programs, and how donating to a local charity can both help people in your area and help you with your Virginia tax bill.
Is economic freedom related to other kinds of freedoms? Does economic freedom affect personal choice?
Let me tell you how it will be: There’s one for you, nineteen for me. Should five per cent appear too small, Be thankful I don’t take it all.
Maybe it is time you checked up on your favorite charities before making your next gift.
Will millions of middle income consumers spending $2,200 each have a greater stimulus than thousands of small business entrepreneurs saving and investing $100,000 each in new ventures? You decide after watching this holiday video from EconStories.
Though imperfect at best, the record of immigrants striving to reach our shores proves that are forefather’s defense of free enterprise created a fertile soil for human flourishing.
A light hearted look at Bert and Ernie’s politics.
Since the time of Adam Smith, free enterprise has always needed defenders. Though imperfect at best, the record of immigrants striving to reach America’s shores proves that our forefathers’ defense of free enterprise created fertile soil for human flourishing.
I am always amazed at the power of a good story. A good story teller will always have more influence than encyclopedia of powerful data points. Politicians understand this concept better than most, which is why they spend time talking about people.
Experts Explain: Finding a Financial Advisor. How to find the right person to help manage your money.
If you want to get in shape and need push in the right direction, you hire a personal trainer. If you want advice and a push in the right direction to be in good financial shape, hire a financial advisor.
Marotta On Money is a weekly financial column and daily financial blog about the comprehensive wealth management small changes that have a large effect over time.
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Comprehensive wealth management is based on the idea that small changes in our finances can have large effects over long periods of time. These changes can make the difference in achieving our life goals.
Most investors invest in only one and a half of the six asset classes. Learn where to invest in all six and how to tilt in each to over-emphasize appropriate categories.
In the process of building wealth, saving a penny on your taxes is just as important as earning a penny in the markets.
Americans are a generous people, and the end of the year is the time of year when most people do their charitable giving.
The returns offered by immediate fixed annuities aren’t as good as they sound. The sleight of hand in this case is the immediate loss of 100% of your principal. They are fixed for you to lose and the insurance company to win.
A humorous Google search for Charlottesville financial planning.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Everyone knows a family with financial debt. Stop the bleeding.
Good things do come from France. Frenchman Antoine Deneriaz captured Olympic gold in the men’s downhill skiing event beating out favorites Austria’s Michael Walchhofer and America’s Bode Miller. His win meant flying madly off jumps and being determined to finish first or break every bone in his body. Your investments shouldn’t be like that.
They say that as long as Americans keep spending, the economy will be strong and unemployment will remain low. “Spend now and pay later” is poor personal policy.
In both good times and bad times, investing is really about managing your emotions. If you want to be an investor, you have to grow to understand not only the relationship between risk and return, but also your own reaction to it.
The returns offered by immediate fixed annuities aren’t as good as they sound. The slight of hand in this case is the immediate loss of 100% of your principal. They are fixed for you to lose and the insurance company to win.
Every University student knows they should have a credit card. You have to have a second form of ID on many financial transactions. You have to have one to establish good credit. And, the more you use them, the more you will accrue bonus points toward cash, mileage credits and various “free gifts”. P.T. Barnum said, “There’s a sucker born every minute.” But it doesn’t have to be you.
Everyone knows a family with financial debt. Stop the bleeding. Apply emergency medicine.
Every year problems of debt and overspending frustrate millions of families. The problem has little to do with income, a lot to do with spending. Spending less than you earn is the essential foundation that creates the capital for investing and wealth building.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Few of us are disciplined enough to accomplish all our resolutions without help.
Employers and employees alike are feeling the squeeze of swelling health care costs. According to the Kaiser Family Foundation, health insurance premiums have risen at an average rate of 12 percent per year since 2000. Unable to keep up with rising premiums, employers are forced to pass on costs to employees, to trim benefits, or worse yet, to dump the coverage all together.
Bequeathing a Roth is much the same as setting up a lifetime tax-free stream of income for your heirs.
There are years and situations when a Roth conversion is not appropriate, but they are often surrounded by years when it should be considered.