Manage All Your Family’s Finances with a Power of Attorney
Instead of having to nag your spouse to sign paperwork or login online to accomplish these tags, you can manage all of your family’s finances by setting up a power of attorney.
Instead of having to nag your spouse to sign paperwork or login online to accomplish these tags, you can manage all of your family’s finances by setting up a power of attorney.
I’m turning 60 this week. Even though I plan on working as long as possible, this is an important check point.
David John Marotta was interviewed on Radio 1070’s Schilling Show discussing getting your finances in order.
Before the children arrive, squirrel away some money. When the children go out on their own you get one last chance to save for retirement.
This Schwab checking account provides six impressive services not true for most local banks.
Their attorney, New York-based Barry Lax, says the two ballplayers are the latest professional athletes abused by predatory financial advisors.
Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.
Keeping control of your finances means that you can have more fun with your money.
“Do I really want to spend my money in this way?”
Only 34% of family businesses successfully pass to the second generation and only 13% make it to the third generation.
One goes to bed, while the other sits down to manage the family finances.
Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.
Although this is the least common financial shock studied, it is one of the most difficult because at its core it is a problem money cannot solve.
Whatever technique you use to smooth your income, providing for the possibility of having a sudden reduction in income can help your family self-ensure against this potential financial shock.
This is the financial shock of a trip to hospital. It is upsetting, expensive, and unexpected.
This is the financial shock of a major home repair. It is expensive and surprising.
As the parent, it can be hard to know what to do with a cash gift for a baby.
As a financial advisor, season 3 of Downton Abbey has become the most interesting as deep-level financial tension has begun to infiltrate the Crawley family drama.
The correct rate for the capital gains tax is zero, zip, nada. Perhaps it is even negative!
Which is worse: Being destitute while still alive or dying happy and provided for with a little extra?
A savings waterfall is a tool to help investors prioritize savings goals and allocate funds appropriately.
While you may think that the account owner needs to stay the same, you can easily change the account owner.
As the proud mother of a now five-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.
By being relentless about turning off marketing, you protect your finances from the poor decisions that advertising inspires.
We are very pleased to announce that Elias McQuade is our newest CFA® charterholder at Marotta Wealth Management!
Automate your savings. Take manual control of your spending. This is the path to wealth.
No limp arms. Keep your hands up. Budget for emergencies.
Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.
Here are some options for helping your child purchase their first home.
As the proud mother of a now four-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
An important part of the family’s emergency plan is to make sure you have a plan for when the financial spouse can no longer serve the family in that way, either because they are no longer interested or because of their incapacity.
We can gift our loved ones a powerful gift while maintaining a budget.
They admit that they do not rebalance, have been subject to lawsuits claiming they are predatory, and are held to a relaxed standard designed specifically for them.
On Tuesday, February 11, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to take a closer look at the calls for free college education in the socialist utopia.
On November 16, 2019, David John Marotta appeared on “Real Estate Matters” with Michael Guthrie.
We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives for free on our blog, but we offer more services than that to our clients.
Forms These are the most common getting started forms. We have prefilled sections with the common information and highlighted the remaining sections for you. After printing, reviewing, filling out, and physically signing the form, you can scan and upload the … Read More
My daughter was employed at her first job, earned her first income, and was able to fund her Roth IRA for the first time.
We adapt to the needs of our clients. However, absent other instruction, we do have a few intentions.
We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages near equally represented.
There are several ways that I see my faith influence my work.
As the proud mother of a now three-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
Continuing to work for five more years could increase your retirement standard of living by as much as 50%.
With these moderate interest rates, the only clearly wrong decision in my view is buying a car on loan because you cannot afford it outright.
The appeal to the Nordic countries from socialists is a false one. Iceland, Denmark, Sweden, Finland, and Norway are examples of market economies, not socialism.
This is the financial shock of a major car repair. It is the most common financial shock with 30% of households reporting such an event within the last 12 months.
It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.
There is a science to portfolio construction. Selecting a random group of companies is just as bad as selecting a random group of funds.
Many of us are anxious about paying our bills on time, but using payment aids like Schwab Bill Pay can help alleviate some of that anxiety.