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There are several reasons why you either might not be allowed to contribute the full amount or may accidentally over-contribute to an HSA.

As advertisers have found it harder and harder to reach consumers, they are continually seeking ways to gain your attention.

Some investable assets in the name of the child can currently keep $2,300 of unearned income from the tax rate of the parents.

In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This week, we talk about how to spend less money.

If you’re thinking about buying an I Bond, make sure it fits properly into your financial plan, and you aren’t just chasing the high interest rate.

Both are U.S. debt obligations which are adjusted by the Consumer Price Index, but they do so very differently.

Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country.

Regardless of which it is and whether we are in a recession, it is always a good time to have a balanced portfolio.

On Tuesday, April 12, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about dangers of seeking utopia and the sinfulness of humanity.

Protecting you from elder fraud is just one of the many services we can offer as a part of comprehensive financial planning.

This is why we say: We have no secret ingredient at Marotta Wealth Management.

In this video, David used examples from our tax planning service to demonstrate what a Roth conversion plan might look like and how systematic Roth conversions can create a higher after-tax net worth in the future.

We advocate for billing traditional IRAs to themselves but billing Roth IRAs to a taxable brokerage account. Here is the math of why.

This process works as the people in your contacts list are probably not scammers.

This post reminds us that there are at least four reasons to rebalance where the benefit can be demonstrated or measured.