David John Marotta, CFP®, AIF®, AAMS® is the president of Marotta Wealth Management, a fee-only comprehensive financial planning practice in Charlottesville, Virginia. We had a chance to speak with David about topics ranging from retirement planning to savings to budgeting. Since you’ve founded a successful wealth management firm, could you tell us why you decided […]

fashion save splurge

After a long, frigid winter of wearing bulky coats, heavy boots, and hair-flattening hats, you are SO done with cold weather gear. You’re ready for flowers, sunshine, and balmy evening breezes. But most of all, you’re ready for bright, colorful spring and summer fashion. But before you whip out that debit or credit card or […]

How do millennials manage personal finance?

Jessica Moorhouse is an award-winning personal finance blogger, and host of the Mo’ Money Podcast. She’s featured frequently as a finance expert in The Globe and Mail, The Huffington Post, and Lifehacker, and most recently founded the Millennial Money Meetup to help promote financial literacy among Millennials. Jessica took a moment out of her busy […]

adam piplica magicalpenny

Adam Piplica is a Diploma Qualified Paraplanner in a Chartered Financial Planning firm and founder of MagicalPenny.com, a personal finance website that inspires and teaches about money concepts and ideas. We recently caught up with Adam to hear his thoughts on investing for millennials and avoiding excessive debt. Tell us a little about your investing […]

How To Get Rich

Whether you are planning for retirement or just wanting to get the most out of your savings, it is important to know your investment options. But how do you choose where to invest your money, how to do it, or with which product? In this article, we’ll talk about how to get rich quick and […]

Family Picture

Family Trusts

You may have a vague idea of what a trust is, or at least what you think a trust is. You’ve thrown around the term “trust fund baby” more than a few times. You figure that trusts are something for rich people, not for ordinary folks. It’s true that many affluent people establish trusts. But […]