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What Is A Mutual Fund Share Class Exchange?
on June 30, 2023
with No Comments
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.
#TBT Newlywed To Do List
on June 29, 2023
with No Comments
This 2014 article offers a practical, timeless list of steps to consider after you join your lives together.
What Is An Asset, A Liability, And An Investment?
on June 27, 2023
with No Comments
Knowing the difference between these categories helps you to use them appropriately.
New Proposals Offer Insight into Republican’s Tax Agenda
on June 23, 2023
with No Comments
We’ll have to wait and see what they really mean by these lofty goals.
I’m Young. Should I Withdraw from My Roth IRA?
on June 20, 2023
with No Comments
Contributing to a Roth IRA, even though you know you will withdraw it before retirement, is a sound financial strategy.
How To Find the Original Purchase Date of Holdings on Schwab.com
on June 16, 2023
with No Comments
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.
#TBT How to Spend: Add It To Your Wishlist
on June 15, 2023
with No Comments
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.
Your Advisor’s Personal Trading Practices Always Matter
on June 13, 2023
with No Comments
Websites such as investor.com are useful, but not as useful as you might hope.
Radio: Best Practices For Using Credit Cards
on June 9, 2023
with No Comments
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.
#TBT Remembering June 5, 2013
on June 8, 2023
with No Comments
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.
Access $1,500 Per Child for K-12 Students in Virginia
on June 6, 2023
with No Comments
These grants are called “K-12 Learning Acceleration Grants” and must be used to pay for “qualifying education services.”
Federal Debt Burden May Settle 2026 Tax Uncertainty
on June 2, 2023
with No Comments
I have difficultly imagining a likely outcome where I would regret a Roth conversion.
#TBT Keep Track of Your Roth Contributions
on June 1, 2023
with No Comments
If you made a Roth contribution this year, here is a reminder to update your contribution basis records.
A Thoughtful Reply to the Debt Ceiling Crisis
on May 30, 2023
with No Comments
While there can be a lot of uncertainty, the conclusion is normally anticlimactic.
Radio: The Debt Ceiling (2023)
on May 26, 2023
with No Comments
On Tuesday, January 10, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about the current debt ceiling discussions.