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Most Recent Articles

Which Retirement Account Should I Fund?

Posted by David John Marotta & Megan Russell on 08-30-2015

Which account you should fund depends on your circumstances, but here are some general guidelines you can follow to make your decision.

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How Much Umbrella Insurance Do I Need?

Posted by David John Marotta & Megan Russell on 08-23-2015

Umbrella insurance covers you for liability that goes above and beyond your auto and homeowners insurance.

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Education Improvement Scholarship Tax Credits

Posted by David John Marotta & Megan Russell on 08-16-2015

Virginia taxpayers can give generously and offset the cost of those gifts through tax credits and the avoidance of capital gains taxes.

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Rand Paul's Tax Plan

Posted by Matheson Russell on 08-16-2015

2016 Presidential hopeful Rand Paul has released a sketch of an intriguing tax plan.

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How to Convert Taxable Savings Into Your Roth IRA

Posted by David John Marotta & Megan Russell on 08-09-2015

Most tax professionals don't think of such tax planning opportunities, because they have to focus on complying with tax accounting regulations.

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What Happened to the Markets in 2008?

Posted by David John Marotta on 08-09-2015

It is helpful for investors to understand how the market works and how it might react before they invest. The better they understand the markets the less likely they will be to make the wrong decision at exactly the wrong time. You shouldn't invest in what you don't understand.

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Fund Your Roth IRA Even When You Can't Afford It

Posted by David John Marotta & Megan Russell on 08-02-2015

Sometimes, there isn't enough to do it all. Even then, fund your Roth.

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Second Quarter and Year-to-Date Returns for Our 6 Asset Classes

Posted by David John Marotta & Austin Fey on 07-26-2015

Volatility and asset classes that move in different directions is what boosts the rebalancing bonus.

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How to Save for Large Fast-Approaching Expenses

Posted by David John Marotta & Megan Russell on 07-26-2015

The average married couple has dreams of multiple children, annual vacations, and homeownership, but planning for these expenses can be challenging.

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Mailbag: What Does the Shanghai Composite Being Down 32.1% Mean?

Posted by David John Marotta on 07-19-2015

Is it a crash or just a correction? On average, the drop from peak to trough takes 85 days and the markets have recovered after another 107 days.

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