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Best Credit Cards of 2022 for Those with Excellent Credit
on December 14, 2021
with No Comments
These credit cards won’t change your life, and they shouldn’t, but they can get back a very small portion of the money you spend each month.
Your Children Are Not Entitled To Your Retirement Savings
on December 13, 2021
with No Comments
Hard work can often only be learned by struggling. You can’t teach your children to live within their means if you always supplement their means.
#TBT Five Ways to Thrift Your Empty Gearharts Chocolates Box
on December 9, 2021
with No Comments
Hopefully, some of these ideas inspire you to reuse various treasures you didn’t know you had.
Account Funding Priorities for 2022
on December 7, 2021
with No Comments
Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.
2022 Contribution Limits
on December 3, 2021
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.
Annuities: Just Say No.
on November 29, 2021
with No Comments
You don’t need their product. You don’t even need to know why their specific product is bad. Just say no.
Can Taxable Life Insurance Benefits Contribute to an IRA?
on November 26, 2021
with No Comments
If you have this fringe employer or former employer benefit, I hope you are able to take advantage of making small Roth IRA contributions throughout your retirement.
Dying Young is Not A Retirement Plan
on November 22, 2021
with No Comments
Yes, many retirees may die with significant assets. However, this helps to ensure that they have sufficient assets to support their lifestyle should they make it to age 100.
Q&A: How Do I Inherit a Relative’s 401(k) plan?
on November 19, 2021
with No Comments
“I’m 19 years old. How do I inherit a 401(k) from my aunt?”
Radio: Health Insurance Subsidies and Inflation
on November 15, 2021
with No Comments
On Tuesday, November 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about health insurance subsidies and inflation.
Q&A: Can I Leave Money to a 529 in My Estate?
on November 12, 2021
with No Comments
Can I leave money directly to those 529 plans in my estate plan?
The Costly Effect Of Saving In A Taxable Account
on November 9, 2021
with No Comments
The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.
How to Calculate Your Possible Health Insurance Subsidies
on November 8, 2021
with No Comments
If you are already shopping for health insurance for 2022, consider getting an on-exchange health insurance plan. You may be surprised at how much subsidies you can receive.
How the Wealthy Can Take Advantage of Health Insurance Subsidies in 2022
on November 1, 2021
with No Comments
If you are currently shopping for health insurance for 2022, consider getting an on-exchange health insurance plan. You may be surprised at how much subsidies you can receive.
Purchasing an Annuity was My 42-Year Financial Mistake
on October 29, 2021
with No Comments
You don’t need to know why an annuity is a bad deal to say no.