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Our Articles

Fee-Only Is the Most Important Quality in Your Financial Planner
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The reason can be explained through a simple analogy about an interior decorator.

All About Megan Marotta Russell, CFP®, APMA®
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I am pleased to announce that our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management is me!

How to Set Beneficiaries on Your HSA with Fidelity
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Once you’ve open an HSA and have started making contributions, it is important that you set beneficiary designations on the account.

#TBT Testamentary Donor Advised Funds
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Your executor will be grateful for an easier way to settle that part of your affairs.

What Counts As Income For Roth IRA Funding Purposes?
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Roth IRAs can only be funded with earned income. Here is a guide to what the IRS considers to be earned income.

How to Invest an HSA with Fidelity
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Unlike some other HSA custodians, the beauty of using the Fidelity HSA is you don’t have to open a second account for the purpose of investing your HSA funds.

#TBT Invest Your Health Savings Account For Appreciation
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After a cash allocation for spending, we suggest you invest the remainder of your account in appreciating stocks.

What Interferes With a Backdoor Roth?
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Here are three common Roth transactions and how they interact with MAGI for Roth IRA purposes.

How to Fund an HSA with Fidelity
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There are two ways to make a contribution to a Fidelity HSA. Here is how to do them both.

#TBT Don’t Delay Roth Conversions
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Waiting just one year means that you lose a portion of the growth in your traditional IRA to income taxes later.

How to Prepare Your Investments for World War 3
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These strategies are strong in both good times and bad.

Johnson and Johnson Corporate Offer (August 2023)
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We recommend ignoring this offer if you want more Health Care and taking this offer if you want more Consumer Staples.

#TBT Should I Wait Until After The End Of The World To Start Investing?
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Instead of waiting, remember that the greatest buying opportunity of your life is always right now.

Adding an Ex-China Fund to Our Emerging Market Strategy (July 2023)
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If China booms, it may be a mistake that we reduced the allocation. If China undergoes investment controls, it may be a mistake that we kept China at all.

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