Articles

Gifting depreciated stock is more complex and never to anyone’s advantage.

If this title attracted your attention, you may be prone to viewing clickbait.

Each governing body in Virginia has their own rules and eligibility requirements.

Share class exchanges can create small savings for investors who have found themselves invested in the wrong share class. However, it is better to buy the lower cost funds in the first place.

This 2014 article offers a practical, timeless list of steps to consider after you join your lives together.

Knowing the difference between these categories helps you to use them appropriately.

We’ll have to wait and see what they really mean by these lofty goals.

An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. See if this 2006 article can help make finances a place of union rather than separation.

Contributing to a Roth IRA, even though you know you will withdraw it before retirement, is a sound financial strategy.

Sometimes you may want to check on the original purchase dates of the holdings in your accounts during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that.

A wishlist is a force of thrift both for you to defer your consumption and for your family and friends to ensure that all the value of their gift makes it to your heart.

Websites such as investor.com are useful, but not as useful as you might hope.

On Tuesday, April 11, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about best practices for using credit cards.

There is an illusion that the executive branch will handle the collection of all our data with respect and care. I hope that current times can shatter that illusion for you.

These grants are called “K-12 Learning Acceleration Grants” and must be used to pay for “qualifying education services.”