We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
#TBT How To Get Out Of Debt
on September 2, 2021
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This five-part series on “How to Get Out of Debt” will try to address the concerns of those who have debt problems.
Low Fees Correlate with Simple Disclosures
on August 31, 2021
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We think keeping expenses low is an important part of the investing process.
Q&A: Should I Jointly Hold My Donor Advised Fund?
on August 30, 2021
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If you jointly decide and execute your charitable giving, then it makes sense to have both partners listed as account holders on the Donor Advised Fund. However, if you have separate charitable intentions and budgets, you can easily set up two different donor advised funds, one for each spouse to use and direct.
VIDEO: Financial Calculator Tutorial for a 5-Year Loan Payment
on August 27, 2021
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In this video we are going to compute the first mortgage payment of the 5-year loan used in the article “How to Help Your Children Purchase a Home.”
#TBT Customer Service Lessons from Toddler Parenting
on August 26, 2021
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Although emotions do mature with age, many of the things that upset toddlers upset adults too, we just hide it better.
Four Simple But Effective Conversion Target Calculations
on August 24, 2021
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Doing some conversion is usually much better than doing no conversion at all. We offer these four simple but effective strategies to calculate a good-enough conversion target for this year.
Review: SavorOne Credit Card by Capital One
on August 23, 2021
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Once set up, the extra rewards may be worth the extra effort.
VIDEO: Financial Calculator Tutorial for a 30-Year Mortgage Payment
on August 20, 2021
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In this video we are going to compute the first mortgage payment of the 30-year loan used in the article “How to Help Your Children Purchase a Home.”
#TBT How to Fund Your Roth with Babysitting Money
on August 19, 2021
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For domestic tasks like babysitting there are often two options: independent contractor or household employee. Taking the time to educate yourself on the difference may be worth your while.
Q&A: Minimum Contribution to Open a Donor Advised Fund at Schwab Charitable?
on August 17, 2021
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Now, thanks to this change, anyone with charitable intentions can open and benefit from a Donor Advised Fund.
Account Protection at Schwab
on August 16, 2021
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Schwab offers protection by the Securities Investor Protection Corporation (SIPC) and Lloyd’s of London for investment accounts and Federal Deposit Insurance Corporation (FDIC) coverage for deposit accounts.
Systemic Inequality in the Social Security Rules
on August 13, 2021
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Social Security as it exists today is a failure either way you look at it.
Don’t Pay The Price of Structured Products Despite Principal Protection
on August 10, 2021
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Given the purposeful complexity and limitations to structured products we suggest you avoid them.
How Your Tax Is Calculated: Tax Table and Tax Computation Worksheet
on August 9, 2021
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Whether you are on the Tax Computation Worksheet or in the Tax Table it helps to understand how your tax is calculated.
Radio: Elder Abuse Scams
on August 6, 2021
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On Tuesday, July 13, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Elder Abuse Scams and how to protect yourself.