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Radio Interview: How Volatile Are the Markets?
on September 18, 2015
with No Comments
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing market volatility.
Medicare High-Income Premium Surcharges – 2015
on September 16, 2015
with No Comments
These premium surcharges are typically unavoidable except for some planning a Roth Conversion.
Five Good Reasons to Hire a Financial Advisor and Two Bad Ones
on September 15, 2015
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The job of a financial advisor is to do what you would do if you had the time and expertise.
How to Avoid a Down Payment on a Mortgage
on September 13, 2015
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If you prefer to keep your down payment money invested in the markets for longer, there are two alternatives.
Never Lend to Family Without a Contract
on September 11, 2015
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While helping a family member out is noble, money often complicates the relationship.
Mailbag: Marco Rubio and Mike Lee’s Tax Plan
on September 9, 2015
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Is each dollar value the average for that category or is it really the average for a family with $88,871 in annual income?
How To Protect Yourself From Investment Rip Offs
on September 8, 2015
with No Comments
Six ideas to make sure you aren’t falling victim to commission-based products and services.
How to Keep Your Identity Safe Online
on September 6, 2015
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Here are some rules for handling your digital security.
Infographic: Is Grad School a Good Investment?
on September 4, 2015
with No Comments
An alternate look at the formula using the case study of Kate the Social worker who wants an MBA from Georgetown University.
Financial Advisors’ New Patron Saint Just Cut From the Detroit Lions
on September 2, 2015
with No Comments
When Ryan Broyles scored a $3.6 million dollar contract after being drafted in the first round he did something quite rare – he sought as much advice as he could find.
How Much Can I Contribute To My SEP IRA?
on September 1, 2015
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The calculations for this are a little strange. Here is the formula and two examples of how it works to help you.
Which Retirement Account Should I Fund?
on August 30, 2015
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Which account you should fund depends on your circumstances, but here are some general guidelines you can follow to make your decision.
Which Emerging Markets ETF Should I Buy: VWO or EEM?
on August 28, 2015
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They are based on different indexes and have different expense ratios.
Marco Rubio and Mike Lee’s Tax Plan
on August 26, 2015
with No Comments
Rubio and Lee do make definite improvements but sadly, this good is largely undone by a well-meaning but naive tilt of the playing field towards parents.
Steps for Getting Out of Debt
on August 25, 2015
with No Comments
I have outlined some steps to help you figure out how to pay down your debt and get back on track.