#TBT When Partial-Year HSA Contribution Limits Don’t Apply
on November 6, 2025 with No Comments
If you have recently lost your health insurance or recently signed up for a new one, you may want to watch out for these rules.
Latest Articles
Can I Use a 60-Day Rollover?
on November 4, 2025 with No Comments
You are permitted one 60-day rollover per 12-month period and if you are successful it would not be a taxable event, but I would advise against using this feature.
#TBT Before You Get Out Of The Stock Market, Read This
on October 23, 2025 with No Comments
When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.
Freedom Investing in Review (September 2025)
on October 21, 2025 with No Comments
This quarter, we saw that in 1-year returns ending September 30, 2025, Developed Freedom Investing had a -3.02% disadvantage, Emerging Market Freedom Investing had a -0.55% disadvantage, and Overall Freedom Investing had a -1.79% disadvantage.
#TBT Don’t Let Politics Make You Afraid of Investing
on October 16, 2025 with No Comments
Don’t let your political emotions cause you to be fearful about the economy. Those misplaced fears may impoverish your financial well-being.
#TBT Donald Mortlock
on October 9, 2025 with No Comments
If you ever wondered how the stock market works, this 2006 article is for you. It is both the personal story of David Marotta’s maternal grandfather, Donald Mortlock, and an explanation of how the market of the stock market is made.
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